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 | $693,547 | $159,602+334.5% | $150,045+362.2% | $142,382+387.1% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 13.47% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $12,197 | $4,961+145.9% | $4,693+159.9% | $4,299+183.7% |
| Participant deferral / active EE | $18,686 | $8,310+124.9% | $7,997+133.7% | $6,507+187.2% |
| Admin fee / account holder | $37,726 | $14,846+154.1% | $13,435+180.8% | $12,624+198.8% |