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 | $645,390 | $198,466+225.2% | $170,442+278.7% | $147,584+337.3% |
| Participation rate | 95.2% | 88.0%+7.3pp | 83.6%+11.6pp | 82.8%+12.4pp |
| Annual return | 14.70% | 257.29%-242.6pp | 205.93%-191.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $27,092 | $6,184+338.1% | $5,433+398.7% | $4,876+455.6% |
| Participant deferral / active EE | $12,964 | $5,629+130.3% | $4,939+162.5% | $5,439+138.4% |
| Admin fee / account holder | $55,247 | $16,852+227.8% | $13,880+298.0% | $10,885+407.5% |