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 | $468,922 | $105,181+345.8% | $159,436+194.1% | $85,850+446.2% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.8%+14.8pp | 69.3%+28.3pp |
| Annual return | 14.08% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $20,583 | $3,318+520.3% | $4,829+326.2% | $2,565+702.4% |
| Participant deferral / active EE | $2,910 | $5,945-51.0% | $7,352-60.4% | $3,952-26.4% |
| Admin fee / account holder | $40,373 | $6,933+482.3% | $10,799+273.9% | $6,260+545.0% |