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 | $548,102 | $101,724+438.8% | $164,813+232.6% | $80,856+577.9% |
| Participation rate | 72.7% | 71.8%+0.9pp | 78.6%-5.9pp | 67.6%+5.1pp |
| Annual return | 68.54% | 16.72%+51.8pp | 69.93%-1.4pp | 35.59%+32.9pp |
| Employer contribution / active EE | $1,291 | $2,953-56.3% | $4,341-70.3% | $2,755-53.1% |
| Participant deferral / active EE | $7,892 | $4,477+76.3% | $6,031+30.8% | $4,296+83.7% |
| Admin fee / account holder | $28,733 | $8,227+249.2% | $12,690+126.4% | $6,918+315.3% |