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 | $400,539 | $74,888+434.8% | $71,209+462.5% | $142,382+181.3% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 15.62% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $15,783 | $2,854+452.9% | $2,721+480.0% | $4,299+267.1% |
| Participant deferral / active EE | $11,183 | $4,454+151.1% | $4,175+167.9% | $6,507+71.9% |
| Admin fee / account holder | $17,529 | $5,568+214.8% | $5,349+227.7% | $12,624+38.9% |