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 | $520,088 | $114,381+354.7% | $107,525+383.7% | $142,382+265.3% |
| Participation rate | 95.7% | 78.1%+17.5pp | 75.1%+20.6pp | 80.1%+15.5pp |
| Annual return | 12.85% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $18,753 | $4,015+367.1% | $3,754+399.6% | $4,299+336.2% |
| Participant deferral / active EE | $13,364 | $5,564+140.2% | $5,116+161.2% | $6,507+105.4% |
| Admin fee / account holder | $5,265 | $9,860-46.6% | $8,919-41.0% | $12,624-58.3% |