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 | $397,257 | $102,317+288.3% | $146,958+170.3% | $80,856+391.3% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 12.81% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $13,346 | $3,713+259.4% | $4,933+170.5% | $2,755+384.5% |
| Participant deferral / active EE | $11,602 | $6,644+74.6% | $8,070+43.8% | $4,296+170.1% |
| Admin fee / account holder | $58,519 | $7,941+636.9% | $12,998+350.2% | $6,918+745.9% |