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 | $498,408 | $209,411+138.0% | $178,490+179.2% | $158,922+213.6% |
| Participation rate | 95.0% | 86.3%+8.7pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 14.69% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $15,931 | $5,706+179.2% | $5,011+218.0% | $4,761+234.6% |
| Participant deferral / active EE | $15,826 | $5,954+165.8% | $5,202+204.2% | $5,982+164.5% |
| Admin fee / account holder | $841 | $17,074-95.1% | $13,984-94.0% | $11,246-92.5% |