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 | $793,767 | $88,751+794.4% | $81,812+870.2% | $145,922+444.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 23.22% | 1025.40%-1002.2pp | 773.79%-750.6pp | 561.29%-538.1pp |
| Employer contribution / active EE | $6,119 | $3,083+98.5% | $2,912+110.1% | $4,660+31.3% |
| Participant deferral / active EE | $14,603 | $4,643+214.5% | $4,319+238.1% | $6,688+118.4% |
| Admin fee / account holder | $53,257 | $8,415+532.9% | $7,386+621.1% | $13,397+297.5% |