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 | $845,561 | $126,574+568.0% | $106,213+696.1% | $145,922+479.5% |
| Participation rate | 72.2% | 77.6%-5.4pp | 75.3%-3.1pp | 80.3%-8.1pp |
| Annual return | 21.81% | 224.79%-203.0pp | 116.14%-94.3pp | 561.29%-539.5pp |
| Employer contribution / active EE | $5,374 | $3,730+44.0% | $3,171+69.4% | $4,660+15.3% |
| Participant deferral / active EE | $7,913 | $5,724+38.2% | $5,016+57.8% | $6,688+18.3% |
| Admin fee / account holder | $32,330 | $17,304+86.8% | $11,033+193.0% | $13,397+141.3% |