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 | $570,477 | $159,602+257.4% | $150,045+280.2% | $142,382+300.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 15.07% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,358 | $4,961+8.0% | $4,693+14.2% | $4,299+24.6% |
| Participant deferral / active EE | $10,992 | $8,310+32.3% | $7,997+37.5% | $6,507+68.9% |
| Admin fee / account holder | $43,713 | $14,846+194.4% | $13,435+225.4% | $12,624+246.3% |