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 | $528,853 | $102,317+416.9% | $146,958+259.9% | $80,856+554.1% |
| Participation rate | 97.3% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 15.21% | 134.76%-119.6pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $10,289 | $3,713+177.1% | $4,933+108.6% | $2,755+273.5% |
| Participant deferral / active EE | $13,294 | $6,644+100.1% | $8,070+64.7% | $4,296+209.5% |
| Admin fee / account holder | $32,251 | $7,941+306.1% | $12,998+148.1% | $6,918+366.2% |