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 | $612,999 | $85,202+619.5% | $172,739+254.9% | $72,985+739.9% |
| Participation rate | 88.1% | 70.1%+18.0pp | 82.6%+5.4pp | 69.5%+18.6pp |
| Annual return | 19.08% | 27.32%-8.2pp | 802.84%-783.8pp | 81.00%-61.9pp |
| Employer contribution / active EE | $20,791 | $3,324+525.4% | $5,143+304.3% | $2,440+752.1% |
| Participant deferral / active EE | $12,354 | $3,260+278.9% | $5,198+137.7% | $3,607+242.5% |
| Admin fee / account holder | $80,295 | $5,884+1264.7% | $13,954+475.4% | $5,124+1466.9% |