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 | $615,981 | $102,317+502.0% | $146,958+319.2% | $80,856+661.8% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 15.50% | 134.76%-119.3pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $9,565 | $3,713+157.6% | $4,933+93.9% | $2,755+247.2% |
| Participant deferral / active EE | $15,080 | $6,644+127.0% | $8,070+86.9% | $4,296+251.0% |
| Admin fee / account holder | $32,855 | $7,941+313.7% | $12,998+152.8% | $6,918+374.9% |