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 | $445,545 | $100,041+345.4% | $149,718+197.6% | $70,131+535.3% |
| Participation rate | 95.7% | 83.6%+12.2pp | 87.1%+8.7pp | 69.5%+26.2pp |
| Annual return | 18.74% | 27.43%-8.7pp | 1501.63%-1482.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $8,920 | $3,662+143.6% | $5,445+63.8% | $2,342+280.8% |
| Participant deferral / active EE | $17,429 | $4,983+249.8% | $6,569+165.3% | $3,332+423.1% |
| Admin fee / account holder | $1,654 | $8,286-80.0% | $11,283-85.3% | $4,645-64.4% |