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 | $653,859 | $91,190+617.0% | $178,490+266.3% | $79,858+718.8% |
| Participation rate | 94.2% | 69.2%+25.0pp | 81.9%+12.3pp | 69.6%+24.6pp |
| Annual return | 23.26% | 24.19%-0.9pp | 151.07%-127.8pp | 31.71%-8.5pp |
| Employer contribution / active EE | $26,775 | $3,256+722.4% | $5,011+434.4% | $2,471+983.7% |
| Participant deferral / active EE | $14,537 | $3,236+349.2% | $5,202+179.5% | $3,740+288.7% |
| Admin fee / account holder | $41,275 | $6,751+511.4% | $13,984+195.2% | $5,306+677.9% |