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 | $681,151 | $175,202+288.8% | $149,673+355.1% | $139,434+388.5% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 26.41% | 166.71%-140.3pp | 134.42%-108.0pp | 372.94%-346.5pp |
| Employer contribution / active EE | $2,479 | $5,474-54.7% | $4,818-48.5% | $4,751-47.8% |
| Participant deferral / active EE | $5,013 | $6,519-23.1% | $5,680-11.7% | $6,710-25.3% |
| Admin fee / account holder | $33,679 | $16,150+108.5% | $13,210+155.0% | $11,403+195.4% |