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 | $762,613 | $105,181+625.0% | $159,436+378.3% | $85,850+788.3% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.8%+14.5pp | 69.3%+28.0pp |
| Annual return | 16.29% | 45.07%-28.8pp | 263.57%-247.3pp | 318.53%-302.2pp |
| Employer contribution / active EE | $959 | $3,318-71.1% | $4,829-80.1% | $2,565-62.6% |
| Participant deferral / active EE | $10,254 | $5,945+72.5% | $7,352+39.5% | $3,952+159.5% |
| Admin fee / account holder | $16,272 | $6,933+134.7% | $10,799+50.7% | $6,260+159.9% |