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 | $507,687 | $105,181+382.7% | $159,436+218.4% | $85,850+491.4% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.8%+14.4pp | 69.3%+27.9pp |
| Annual return | 19.05% | 45.07%-26.0pp | 263.57%-244.5pp | 318.53%-299.5pp |
| Employer contribution / active EE | $21,687 | $3,318+553.6% | $4,829+349.1% | $2,565+745.5% |
| Participant deferral / active EE | $18,664 | $5,945+214.0% | $7,352+153.9% | $3,952+372.3% |
| Admin fee / account holder | $34,863 | $6,933+402.8% | $10,799+222.9% | $6,260+456.9% |