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 | $573,775 | $175,202+227.5% | $149,673+283.4% | $139,434+311.5% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 17.40% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $7,978 | $5,474+45.7% | $4,818+65.6% | $4,751+67.9% |
| Participant deferral / active EE | $22,078 | $6,519+238.7% | $5,680+288.7% | $6,710+229.0% |
| Admin fee / account holder | $3,232 | $16,150-80.0% | $13,210-75.5% | $11,403-71.7% |