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 | $570,424 | $175,202+225.6% | $149,673+281.1% | $139,434+309.1% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 19.06% | 166.71%-147.6pp | 134.42%-115.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $13,597 | $5,474+148.4% | $4,818+182.2% | $4,751+186.2% |
| Participant deferral / active EE | $6,815 | $6,519+4.5% | $5,680+20.0% | $6,710+1.6% |
| Admin fee / account holder | $13,681 | $16,150-15.3% | $13,210+3.6% | $11,403+20.0% |