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 | $797,103 | $112,096+611.1% | $95,952+730.7% | $158,922+401.6% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 10.25% | 171.09%-160.8pp | 91.61%-81.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $25,787 | $3,198+706.3% | $2,541+914.8% | $4,761+441.6% |
| Participant deferral / active EE | $13,904 | $4,784+190.6% | $4,167+233.7% | $5,982+132.4% |
| Admin fee / account holder | $14,634 | $10,130+44.5% | $6,795+115.4% | $11,246+30.1% |