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 | $668,844 | $185,822+259.9% | $169,993+293.5% | $139,434+379.7% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 16.96% | 60.50%-43.5pp | 53.37%-36.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $28,005 | $7,590+269.0% | $6,785+312.7% | $4,751+489.5% |
| Participant deferral / active EE | $18,354 | $11,622+57.9% | $10,408+76.4% | $6,710+173.5% |
| Admin fee / account holder | $29,430 | $15,381+91.3% | $12,815+129.6% | $11,403+158.1% |