See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $569,215 | $114,381+397.6% | $107,525+429.4% | $142,382+299.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 13.90% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $20,686 | $4,015+415.3% | $3,754+451.1% | $4,299+381.2% |
| Participant deferral / active EE | $20,833 | $5,564+274.4% | $5,116+307.2% | $6,507+220.1% |
| Admin fee / account holder | $753,204 | $9,860+7538.9% | $8,919+8345.2% | $12,624+5866.6% |