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 | $698,355 | $157,256+344.1% | $141,162+394.7% | $152,861+356.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 25.49% | 64.32%-38.8pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $9,125 | $5,261+73.5% | $4,735+92.7% | $4,762+91.6% |
| Participant deferral / active EE | $11,744 | $7,109+65.2% | $6,709+75.1% | $5,850+100.8% |
| Admin fee / account holder | $2,240 | $12,120-81.5% | $10,261-78.2% | $11,596-80.7% |