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 | $500,455 | $159,602+213.6% | $150,045+233.5% | $142,382+251.5% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 15.65% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $21,638 | $4,961+336.2% | $4,693+361.0% | $4,299+403.3% |
| Participant deferral / active EE | $16,380 | $8,310+97.1% | $7,997+104.8% | $6,507+151.7% |
| Admin fee / account holder | $110,562 | $14,846+644.7% | $13,435+723.0% | $12,624+775.8% |