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 | $597,295 | $157,256+279.8% | $141,162+323.1% | $152,861+290.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 19.97% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $12,404 | $5,261+135.8% | $4,735+162.0% | $4,762+160.5% |
| Participant deferral / active EE | $12,632 | $7,109+77.7% | $6,709+88.3% | $5,850+115.9% |
| Admin fee / account holder | $17,885 | $12,120+47.6% | $10,261+74.3% | $11,596+54.2% |