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 | $575,510 | $137,414+318.8% | $189,513+203.7% | $85,850+570.4% |
| Participation rate | 89.8% | 84.6%+5.2pp | 87.8%+2.0pp | 69.3%+20.5pp |
| Annual return | 18.78% | 38.14%-19.4pp | 555.15%-536.4pp | 318.53%-299.8pp |
| Employer contribution / active EE | $14,785 | $4,344+240.3% | $6,162+140.0% | $2,565+476.4% |
| Participant deferral / active EE | $20,510 | $6,260+227.6% | $8,221+149.5% | $3,952+419.0% |
| Admin fee / account holder | $41,392 | $8,630+379.7% | $12,045+243.6% | $6,260+561.2% |