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 | $584,999 | $198,466+194.8% | $170,442+243.2% | $147,584+296.4% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 15.93% | 257.29%-241.4pp | 205.93%-190.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $14,323 | $6,184+131.6% | $5,433+163.6% | $4,876+193.7% |
| Participant deferral / active EE | $8,779 | $5,629+55.9% | $4,939+77.7% | $5,439+61.4% |
| Admin fee / account holder | $2,823 | $16,852-83.3% | $13,880-79.7% | $10,885-74.1% |