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 | $478,494 | $159,602+199.8% | $150,045+218.9% | $142,382+236.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 15.04% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $18,449 | $4,961+271.9% | $4,693+293.1% | $4,299+329.1% |
| Participant deferral / active EE | $18,824 | $8,310+126.5% | $7,997+135.4% | $6,507+189.3% |
| Admin fee / account holder | $6,147 | $14,846-58.6% | $13,435-54.2% | $12,624-51.3% |