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 | $477,542 | $102,317+366.7% | $146,958+225.0% | $80,856+490.6% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 15.10% | 134.76%-119.7pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $11,706 | $3,713+215.2% | $4,933+137.3% | $2,755+324.9% |
| Participant deferral / active EE | $14,581 | $6,644+119.5% | $8,070+80.7% | $4,296+239.4% |
| Admin fee / account holder | $42,036 | $7,941+429.3% | $12,998+223.4% | $6,918+507.6% |