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 | $431,161 | $157,256+174.2% | $141,162+205.4% | $152,861+182.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 21.01% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $10,656 | $5,261+102.5% | $4,735+125.0% | $4,762+123.8% |
| Participant deferral / active EE | $14,522 | $7,109+104.3% | $6,709+116.5% | $5,850+148.2% |
| Admin fee / account holder | $47,444 | $12,120+291.5% | $10,261+362.4% | $11,596+309.1% |