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 | $376,221 | $102,317+267.7% | $146,958+156.0% | $80,856+365.3% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.2%+15.8pp | 67.6%+30.4pp |
| Annual return | 15.78% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $11,007 | $3,713+196.4% | $4,933+123.1% | $2,755+299.5% |
| Participant deferral / active EE | $11,724 | $6,644+76.5% | $8,070+45.3% | $4,296+172.9% |
| Admin fee / account holder | $71,609 | $7,941+801.7% | $12,998+450.9% | $6,918+935.1% |