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 | $422,327 | $100,041+322.2% | $149,718+182.1% | $70,131+502.2% |
| Participation rate | 98.0% | 83.6%+14.5pp | 87.1%+11.0pp | 69.5%+28.5pp |
| Annual return | 17.40% | 27.43%-10.0pp | 1501.63%-1484.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $23,482 | $3,662+541.3% | $5,445+331.3% | $2,342+902.5% |
| Participant deferral / active EE | $16,613 | $4,983+233.4% | $6,569+152.9% | $3,332+398.6% |
| Admin fee / account holder | $30,731 | $8,286+270.9% | $11,283+172.4% | $4,645+561.5% |