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 | $500,001 | $176,812+182.8% | $146,665+240.9% | $167,490+198.5% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 9.03% | 24.03%-15.0pp | 22.74%-13.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $9,845 | $5,160+90.8% | $4,136+138.0% | $4,837+103.5% |
| Participant deferral / active EE | $9,448 | $6,440+46.7% | $5,506+71.6% | $6,341+49.0% |
| Admin fee / account holder | $48,143 | $13,259+263.1% | $10,280+368.3% | $12,309+291.1% |