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 | $602,609 | $85,202+607.3% | $172,739+248.9% | $72,985+725.7% |
| Participation rate | 98.2% | 70.1%+28.2pp | 82.6%+15.6pp | 69.5%+28.8pp |
| Annual return | 24.49% | 27.32%-2.8pp | 802.84%-778.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $31,653 | $3,324+852.2% | $5,143+515.5% | $2,440+1197.3% |
| Participant deferral / active EE | $18,468 | $3,260+466.5% | $5,198+255.3% | $3,607+412.0% |
| Admin fee / account holder | $34,992 | $5,884+494.7% | $13,954+150.8% | $5,124+582.9% |