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 | $654,790 | $179,726+264.3% | $156,263+319.0% | $142,382+359.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.41% | 77.86%-61.4pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $26,185 | $5,069+416.5% | $4,333+504.3% | $4,299+509.1% |
| Participant deferral / active EE | $23,388 | $6,956+236.2% | $6,158+279.8% | $6,507+259.4% |
| Admin fee / account holder | $39,197 | $17,272+126.9% | $14,255+175.0% | $12,624+210.5% |