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 | $705,480 | $177,572+297.3% | $154,803+355.7% | $142,382+395.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.77% | 65.07%-42.3pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $26,078 | $4,810+442.1% | $4,305+505.7% | $4,299+506.6% |
| Participant deferral / active EE | $10,494 | $6,272+67.3% | $5,540+89.4% | $6,507+61.3% |
| Admin fee / account holder | $34,405 | $16,786+105.0% | $14,329+140.1% | $12,624+172.5% |