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 | $453,032 | $137,414+229.7% | $189,513+139.1% | $85,850+427.7% |
| Participation rate | 98.9% | 84.6%+14.3pp | 87.8%+11.1pp | 69.3%+29.6pp |
| Annual return | 14.17% | 38.14%-24.0pp | 555.15%-541.0pp | 318.53%-304.4pp |
| Employer contribution / active EE | $26,133 | $4,344+501.5% | $6,162+324.1% | $2,565+918.8% |
| Participant deferral / active EE | $10,986 | $6,260+75.5% | $8,221+33.6% | $3,952+178.0% |
| Admin fee / account holder | $24,083 | $8,630+179.1% | $12,045+99.9% | $6,260+284.7% |