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 | $860,873 | $102,317+741.4% | $146,958+485.8% | $80,856+964.7% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 12.18% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $11,845 | $3,713+219.0% | $4,933+140.1% | $2,755+330.0% |
| Participant deferral / active EE | $12,544 | $6,644+88.8% | $8,070+55.4% | $4,296+192.0% |
| Admin fee / account holder | $29,491 | $7,941+271.4% | $12,998+126.9% | $6,918+326.3% |