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 | $438,537 | $90,348+385.4% | $75,972+477.2% | $145,922+200.5% |
| Participation rate | 90.9% | 74.5%+16.5pp | 69.1%+21.9pp | 80.3%+10.6pp |
| Annual return | 8.73% | 620.88%-612.2pp | 359.55%-350.8pp | 561.29%-552.6pp |
| Employer contribution / active EE | $4,545 | $3,311+37.3% | $2,685+69.3% | $4,660-2.4% |
| Participant deferral / active EE | $6,132 | $5,162+18.8% | $4,255+44.1% | $6,688-8.3% |
| Admin fee / account holder | $37,837 | $8,467+346.9% | $6,467+485.1% | $13,397+182.4% |