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 | $448,643 | $148,534+202.0% | $135,903+230.1% | $139,434+221.8% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 13.08% | 79.19%-66.1pp | 68.23%-55.1pp | 372.94%-359.9pp |
| Employer contribution / active EE | $16,262 | $5,243+210.2% | $4,856+234.9% | $4,751+242.3% |
| Participant deferral / active EE | $11,852 | $8,100+46.3% | $7,758+52.8% | $6,710+76.6% |
| Admin fee / account holder | $86,626 | $12,400+598.6% | $10,762+704.9% | $11,403+659.7% |