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 | $449,099 | $102,317+338.9% | $146,958+205.6% | $80,856+455.4% |
| Participation rate | 93.9% | 75.8%+18.0pp | 82.2%+11.7pp | 67.6%+26.2pp |
| Annual return | 18.22% | 134.76%-116.5pp | 418.34%-400.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $13,228 | $3,713+256.3% | $4,933+168.2% | $2,755+380.2% |
| Participant deferral / active EE | $12,783 | $6,644+92.4% | $8,070+58.4% | $4,296+197.6% |
| Admin fee / account holder | $12,926 | $7,941+62.8% | $12,998-0.6% | $6,918+86.8% |