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 | $625,079 | $99,985+525.2% | $146,665+326.2% | $85,850+628.1% |
| Participation rate | 90.7% | 73.1%+17.6pp | 80.1%+10.6pp | 69.3%+21.4pp |
| Annual return | 13.31% | 18.93%-5.6pp | 22.74%-9.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $16,075 | $2,559+528.3% | $4,136+288.6% | $2,565+526.7% |
| Participant deferral / active EE | $7,856 | $4,006+96.1% | $5,506+42.7% | $3,952+98.8% |
| Admin fee / account holder | $176,371 | $7,702+2189.8% | $10,280+1615.7% | $6,260+2717.5% |