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 | $992,958 | $214,378+363.2% | $200,582+395.0% | $142,382+597.4% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 17.60% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $15,507 | $6,841+126.7% | $6,419+141.6% | $4,299+260.7% |
| Participant deferral / active EE | $3,490 | $9,865-64.6% | $9,331-62.6% | $6,507-46.4% |
| Admin fee / account holder | $33,070 | $17,692+86.9% | $16,305+102.8% | $12,624+162.0% |