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 | $945,734 | $175,202+439.8% | $149,673+531.9% | $139,434+578.3% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 33.95% | 166.71%-132.8pp | 134.42%-100.5pp | 372.94%-339.0pp |
| Employer contribution / active EE | $1,992 | $5,474-63.6% | $4,818-58.7% | $4,751-58.1% |
| Participant deferral / active EE | $6,058 | $6,519-7.1% | $5,680+6.7% | $6,710-9.7% |
| Admin fee / account holder | $5,875 | $16,150-63.6% | $13,210-55.5% | $11,403-48.5% |