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 | $397,653 | $96,305+312.9% | $80,569+393.6% | $139,434+185.2% |
| Participation rate | 95.8% | 73.6%+22.2pp | 67.0%+28.8pp | 80.3%+15.5pp |
| Annual return | 19.11% | 1350.08%-1331.0pp | 935.43%-916.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $4,569 | $3,262+40.1% | $2,723+67.7% | $4,751-3.8% |
| Participant deferral / active EE | $7,332 | $5,232+40.1% | $4,447+64.9% | $6,710+9.3% |
| Admin fee / account holder | $4,969 | $6,599-24.7% | $5,377-7.6% | $11,403-56.4% |