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 | $496,832 | $89,355+456.0% | $141,162+252.0% | $72,985+580.7% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 23.75% | 111.85%-88.1pp | 71.39%-47.6pp | 81.00%-57.3pp |
| Employer contribution / active EE | $14,099 | $3,114+352.7% | $4,735+197.8% | $2,440+477.9% |
| Participant deferral / active EE | $11,258 | $5,418+107.8% | $6,709+67.8% | $3,607+212.1% |
| Admin fee / account holder | $41,773 | $5,958+601.1% | $10,261+307.1% | $5,124+715.2% |