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 | $684,048 | $183,519+272.7% | $155,509+339.9% | $145,922+368.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 17.58% | 61.17%-43.6pp | 64.67%-47.1pp | 561.29%-543.7pp |
| Employer contribution / active EE | $33,743 | $5,313+535.1% | $4,672+622.2% | $4,660+624.1% |
| Participant deferral / active EE | $20,086 | $6,462+210.8% | $5,626+257.0% | $6,688+200.3% |
| Admin fee / account holder | $51,526 | $19,313+166.8% | $15,912+223.8% | $13,397+284.6% |