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 | $400,832 | $126,574+216.7% | $106,213+277.4% | $145,922+174.7% |
| Participation rate | 95.5% | 77.6%+17.8pp | 75.3%+20.2pp | 80.3%+15.2pp |
| Annual return | 19.02% | 224.79%-205.8pp | 116.14%-97.1pp | 561.29%-542.3pp |
| Employer contribution / active EE | $13,912 | $3,730+272.9% | $3,171+338.7% | $4,660+198.6% |
| Participant deferral / active EE | $11,132 | $5,724+94.5% | $5,016+121.9% | $6,688+66.5% |
| Admin fee / account holder | $60,545 | $17,304+249.9% | $11,033+448.8% | $13,397+351.9% |