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 | $628,009 | $209,832+199.3% | $189,513+231.4% | $167,490+275.0% |
| Participation rate | 93.3% | 88.7%+4.7pp | 87.8%+5.5pp | 82.1%+11.2pp |
| Annual return | 13.96% | 748.27%-734.3pp | 555.15%-541.2pp | 478.56%-464.6pp |
| Employer contribution / active EE | $29,589 | $6,914+328.0% | $6,162+380.2% | $4,837+511.7% |
| Participant deferral / active EE | $16,108 | $8,935+80.3% | $8,221+95.9% | $6,341+154.0% |
| Admin fee / account holder | $46,152 | $14,293+222.9% | $12,045+283.2% | $12,309+274.9% |