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 | $361,472 | $102,317+253.3% | $146,958+146.0% | $80,856+347.1% |
| Participation rate | 91.7% | 75.8%+15.8pp | 82.2%+9.5pp | 67.6%+24.0pp |
| Annual return | 13.21% | 134.76%-121.6pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $15,052 | $3,713+305.4% | $4,933+205.1% | $2,755+446.4% |
| Participant deferral / active EE | $5,660 | $6,644-14.8% | $8,070-29.9% | $4,296+31.8% |
| Admin fee / account holder | $128,017 | $7,941+1512.1% | $12,998+884.9% | $6,918+1750.5% |