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 6-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 | $703,938 | $70,669+896.1% | $169,368+315.6% | $75,163+836.5% |
| Participation rate | 96.8% | 64.8%+32.0pp | 77.1%+19.6pp | 67.2%+29.6pp |
| Annual return | 18.43% | 36.36%-17.9pp | 405.60%-387.2pp | 160.62%-142.2pp |
| Employer contribution / active EE | $9,997 | $2,211+352.2% | $4,013+149.1% | $2,670+274.4% |
| Participant deferral / active EE | $15,717 | $4,311+264.6% | $6,221+152.6% | $4,125+281.0% |
| Admin fee / account holder | $4,552 | $5,402-15.7% | $9,003-49.4% | $5,651-19.4% |