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 | $684,504 | $179,726+280.9% | $156,263+338.0% | $142,382+380.8% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 14.45% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $10,152 | $5,069+100.3% | $4,333+134.3% | $4,299+136.1% |
| Participant deferral / active EE | $11,681 | $6,956+67.9% | $6,158+89.7% | $6,507+79.5% |
| Admin fee / account holder | $27,910 | $17,272+61.6% | $14,255+95.8% | $12,624+121.1% |