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 | $398,775 | $133,922+197.8% | $116,228+243.1% | $142,382+180.1% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.6%+19.2pp | 80.1%+13.6pp |
| Annual return | 16.58% | 147.76%-131.2pp | 90.06%-73.5pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,024 | $3,446+45.8% | $2,994+67.8% | $4,299+16.9% |
| Participant deferral / active EE | $12,062 | $5,672+112.7% | $4,953+143.5% | $6,507+85.4% |
| Admin fee / account holder | $61,573 | $14,945+312.0% | $11,989+413.6% | $12,624+387.8% |