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 | $555,932 | $148,534+274.3% | $135,903+309.1% | $139,434+298.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.31% | 79.19%-60.9pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $21,802 | $5,243+315.8% | $4,856+349.0% | $4,751+358.9% |
| Participant deferral / active EE | $13,073 | $8,100+61.4% | $7,758+68.5% | $6,710+94.8% |
| Admin fee / account holder | $52,564 | $12,400+323.9% | $10,762+388.4% | $11,403+361.0% |