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 | $653,362 | $177,572+267.9% | $154,803+322.1% | $142,382+358.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 15.21% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $8,477 | $4,810+76.2% | $4,305+96.9% | $4,299+97.2% |
| Participant deferral / active EE | $24,313 | $6,272+287.7% | $5,540+338.8% | $6,507+273.6% |
| Admin fee / account holder | $23,717 | $16,786+41.3% | $14,329+65.5% | $12,624+87.9% |