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 | $619,726 | $202,318+206.3% | $172,739+258.8% | $152,861+305.4% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 29.24% | 1029.65%-1000.4pp | 802.84%-773.6pp | 345.32%-316.1pp |
| Employer contribution / active EE | $14,768 | $5,856+152.2% | $5,143+187.1% | $4,762+210.1% |
| Participant deferral / active EE | $14,156 | $5,948+138.0% | $5,198+172.4% | $5,850+142.0% |
| Admin fee / account holder | $2,045 | $17,109-88.0% | $13,954-85.3% | $11,596-82.4% |