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 | $498,079 | $133,922+271.9% | $116,228+328.5% | $142,382+249.8% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.6%+20.2pp | 80.1%+14.6pp |
| Annual return | 14.14% | 147.76%-133.6pp | 90.06%-75.9pp | 217.08%-202.9pp |
| Employer contribution / active EE | $13,644 | $3,446+296.0% | $2,994+355.7% | $4,299+217.4% |
| Participant deferral / active EE | $18,545 | $5,672+227.0% | $4,953+274.4% | $6,507+185.0% |
| Admin fee / account holder | $3,541 | $14,945-76.3% | $11,989-70.5% | $12,624-72.0% |