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 | $586,578 | $177,572+230.3% | $154,803+278.9% | $142,382+312.0% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 16.13% | 65.07%-48.9pp | 58.88%-42.8pp | 217.08%-200.9pp |
| Employer contribution / active EE | $23,536 | $4,810+389.3% | $4,305+446.7% | $4,299+447.5% |
| Participant deferral / active EE | $15,974 | $6,272+154.7% | $5,540+188.3% | $6,507+145.5% |
| Admin fee / account holder | $48,038 | $16,786+186.2% | $14,329+235.2% | $12,624+280.5% |