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 | $488,653 | $102,317+377.6% | $146,958+232.5% | $80,856+504.3% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.2pp | 67.6%+28.7pp |
| Annual return | 16.43% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $6,883 | $3,713+85.4% | $4,933+39.5% | $2,755+149.8% |
| Participant deferral / active EE | $8,548 | $6,644+28.7% | $8,070+5.9% | $4,296+99.0% |
| Admin fee / account holder | $15,892 | $7,941+100.1% | $12,998+22.3% | $6,918+129.7% |