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 | $419,313 | $175,202+139.3% | $149,673+180.2% | $139,434+200.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 16.27% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $29,573 | $5,474+440.2% | $4,818+513.8% | $4,751+522.5% |
| Participant deferral / active EE | $17,833 | $6,519+173.6% | $5,680+214.0% | $6,710+165.8% |
| Admin fee / account holder | $3,346 | $16,150-79.3% | $13,210-74.7% | $11,403-70.7% |