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 | $502,445 | $159,602+214.8% | $150,045+234.9% | $142,382+252.9% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 14.56% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $10,458 | $4,961+110.8% | $4,693+122.8% | $4,299+143.3% |
| Participant deferral / active EE | $14,021 | $8,310+68.7% | $7,997+75.3% | $6,507+115.5% |
| Admin fee / account holder | $5,145 | $14,846-65.3% | $13,435-61.7% | $12,624-59.2% |