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 | $646,339 | $175,202+268.9% | $149,673+331.8% | $139,434+363.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 14.31% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $9,118 | $5,474+66.6% | $4,818+89.3% | $4,751+91.9% |
| Participant deferral / active EE | $11,306 | $6,519+73.4% | $5,680+99.0% | $6,710+68.5% |
| Admin fee / account holder | $5,751 | $16,150-64.4% | $13,210-56.5% | $11,403-49.6% |