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 | $597,708 | $214,378+178.8% | $200,582+198.0% | $142,382+319.8% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 12.66% | 46.41%-33.7pp | 42.33%-29.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $14,506 | $6,841+112.0% | $6,419+126.0% | $4,299+237.4% |
| Participant deferral / active EE | $11,046 | $9,865+12.0% | $9,331+18.4% | $6,507+69.7% |
| Admin fee / account holder | $10,215 | $17,692-42.3% | $16,305-37.4% | $12,624-19.1% |