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 | $703,024 | $133,922+425.0% | $116,228+504.9% | $142,382+393.8% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 14.46% | 147.76%-133.3pp | 90.06%-75.6pp | 217.08%-202.6pp |
| Employer contribution / active EE | $12,326 | $3,446+257.8% | $2,994+311.6% | $4,299+186.7% |
| Participant deferral / active EE | $7,646 | $5,672+34.8% | $4,953+54.4% | $6,507+17.5% |
| Admin fee / account holder | $4,132 | $14,945-72.4% | $11,989-65.5% | $12,624-67.3% |