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 | $851,225 | $175,202+385.9% | $149,673+468.7% | $139,434+510.5% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 20.44% | 166.71%-146.3pp | 134.42%-114.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $25,257 | $5,474+361.4% | $4,818+424.2% | $4,751+431.6% |
| Participant deferral / active EE | $14,540 | $6,519+123.1% | $5,680+156.0% | $6,710+116.7% |
| Admin fee / account holder | $19,415 | $16,150+20.2% | $13,210+47.0% | $11,403+70.3% |