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 | $513,112 | $148,534+245.4% | $135,903+277.6% | $139,434+268.0% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 13.38% | 79.19%-65.8pp | 68.23%-54.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,765 | $5,243-28.2% | $4,856-22.5% | $4,751-20.8% |
| Participant deferral / active EE | $20,393 | $8,100+151.8% | $7,758+162.9% | $6,710+203.9% |
| Admin fee / account holder | $96,174 | $12,400+675.6% | $10,762+793.6% | $11,403+743.4% |