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 | $600,221 | $89,355+571.7% | $141,162+325.2% | $72,985+722.4% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.5%+12.3pp | 69.5%+25.3pp |
| Annual return | 22.31% | 111.85%-89.5pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $13,895 | $3,114+346.2% | $4,735+193.5% | $2,440+469.5% |
| Participant deferral / active EE | $14,061 | $5,418+159.5% | $6,709+109.6% | $3,607+289.8% |
| Admin fee / account holder | $29,479 | $5,958+394.8% | $10,261+187.3% | $5,124+475.3% |