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 | $644,289 | $175,202+267.7% | $149,673+330.5% | $139,434+362.1% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 17.74% | 166.71%-149.0pp | 134.42%-116.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $14,268 | $5,474+160.6% | $4,818+196.2% | $4,751+200.3% |
| Participant deferral / active EE | $8,224 | $6,519+26.2% | $5,680+44.8% | $6,710+22.6% |
| Admin fee / account holder | $49,813 | $16,150+208.4% | $13,210+277.1% | $11,403+336.9% |