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 | $416,797 | $137,414+203.3% | $189,513+119.9% | $85,850+385.5% |
| Participation rate | 97.0% | 84.6%+12.4pp | 87.8%+9.2pp | 69.3%+27.7pp |
| Annual return | 17.52% | 38.14%-20.6pp | 555.15%-537.6pp | 318.53%-301.0pp |
| Employer contribution / active EE | $6,887 | $4,344+58.5% | $6,162+11.8% | $2,565+168.5% |
| Participant deferral / active EE | $16,839 | $6,260+169.0% | $8,221+104.8% | $3,952+326.1% |
| Admin fee / account holder | $909 | $8,630-89.5% | $12,045-92.5% | $6,260-85.5% |