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 | $610,940 | $177,572+244.1% | $154,803+294.7% | $142,382+329.1% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 11.85% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $21,713 | $4,810+351.4% | $4,305+404.3% | $4,299+405.0% |
| Participant deferral / active EE | $11,611 | $6,272+85.1% | $5,540+109.6% | $6,507+78.4% |
| Admin fee / account holder | $63,814 | $16,786+280.2% | $14,329+345.3% | $12,624+405.5% |