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 | $534,007 | $114,381+366.9% | $107,525+396.6% | $142,382+275.1% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 14.45% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $14,244 | $4,015+254.8% | $3,754+279.5% | $4,299+231.3% |
| Participant deferral / active EE | $12,924 | $5,564+132.3% | $5,116+152.6% | $6,507+98.6% |
| Admin fee / account holder | $2,044 | $9,860-79.3% | $8,919-77.1% | $12,624-83.8% |