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 | $602,301 | $159,901+276.7% | $146,958+309.8% | $145,922+312.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 12.41% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $20,406 | $5,286+286.0% | $4,933+313.7% | $4,660+337.9% |
| Participant deferral / active EE | $16,112 | $8,428+91.2% | $8,070+99.7% | $6,688+140.9% |
| Admin fee / account holder | $54,676 | $15,044+263.4% | $12,998+320.6% | $13,397+308.1% |