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 | $645,460 | $197,591+226.7% | $177,821+263.0% | $158,922+306.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 9.72% | 58.76%-49.0pp | 48.32%-38.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $10,000 | $6,697+49.3% | $5,918+69.0% | $4,761+110.0% |
| Participant deferral / active EE | $6,029 | $8,405-28.3% | $7,714-21.8% | $5,982+0.8% |
| Admin fee / account holder | $51,124 | $15,399+232.0% | $12,427+311.4% | $11,246+354.6% |