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 | $596,542 | $105,181+467.2% | $159,436+274.2% | $85,850+594.9% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 18.39% | 45.07%-26.7pp | 263.57%-245.2pp | 318.53%-300.1pp |
| Employer contribution / active EE | $3,093 | $3,318-6.8% | $4,829-36.0% | $2,565+20.6% |
| Participant deferral / active EE | $13,751 | $5,945+131.3% | $7,352+87.0% | $3,952+248.0% |
| Admin fee / account holder | $26,288 | $6,933+279.1% | $10,799+143.4% | $6,260+319.9% |