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 | $523,782 | $114,381+357.9% | $107,525+387.1% | $142,382+267.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 13.27% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $10,622 | $4,015+164.6% | $3,754+183.0% | $4,299+147.1% |
| Participant deferral / active EE | $8,301 | $5,564+49.2% | $5,116+62.3% | $6,507+27.6% |
| Admin fee / account holder | $57,193 | $9,860+480.0% | $8,919+541.3% | $12,624+353.1% |