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 | $505,236 | $159,602+216.6% | $150,045+236.7% | $142,382+254.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 14.57% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $14,153 | $4,961+185.3% | $4,693+201.6% | $4,299+229.2% |
| Participant deferral / active EE | $10,501 | $8,310+26.4% | $7,997+31.3% | $6,507+61.4% |
| Admin fee / account holder | $3,657 | $14,846-75.4% | $13,435-72.8% | $12,624-71.0% |