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 | $481,064 | $175,202+174.6% | $149,673+221.4% | $139,434+245.0% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 14.39% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $22,342 | $5,474+308.1% | $4,818+363.7% | $4,751+370.3% |
| Participant deferral / active EE | $20,221 | $6,519+210.2% | $5,680+256.0% | $6,710+201.3% |
| Admin fee / account holder | $18,298 | $16,150+13.3% | $13,210+38.5% | $11,403+60.5% |