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 | $379,919 | $176,056+115.8% | $159,436+138.3% | $167,490+126.8% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 12.38% | 331.75%-319.4pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $27,324 | $5,297+415.8% | $4,829+465.8% | $4,837+464.8% |
| Participant deferral / active EE | $18,695 | $7,750+141.2% | $7,352+154.3% | $6,341+194.8% |
| Admin fee / account holder | $33,589 | $12,554+167.6% | $10,799+211.1% | $12,309+172.9% |