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 | $659,416 | $175,202+276.4% | $149,673+340.6% | $139,434+372.9% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 18.08% | 166.71%-148.6pp | 134.42%-116.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $13,072 | $5,474+138.8% | $4,818+171.3% | $4,751+175.2% |
| Participant deferral / active EE | $11,675 | $6,519+79.1% | $5,680+105.5% | $6,710+74.0% |
| Admin fee / account holder | $72,789 | $16,150+350.7% | $13,210+451.0% | $11,403+538.4% |