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 | $685,149 | $123,793+453.5% | $177,821+285.3% | $79,858+758.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.61% | 22.82%-8.2pp | 48.32%-33.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $12,140 | $4,095+196.4% | $5,918+105.1% | $2,471+391.3% |
| Participant deferral / active EE | $24,202 | $5,956+306.3% | $7,714+213.7% | $3,740+547.1% |
| Admin fee / account holder | $50,850 | $7,243+602.1% | $12,427+309.2% | $5,306+858.3% |