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 | $576,830 | $111,724+416.3% | $93,606+516.2% | $145,922+295.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 16.71% | 202.98%-186.3pp | 133.20%-116.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $17,789 | $3,090+475.8% | $2,420+635.2% | $4,660+281.8% |
| Participant deferral / active EE | $11,914 | $4,912+142.5% | $4,411+170.1% | $6,688+78.1% |
| Admin fee / account holder | $922 | $10,250-91.0% | $8,285-88.9% | $13,397-93.1% |