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 6-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 | $363,477 | $105,181+245.6% | $159,436+128.0% | $85,850+323.4% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.8%+13.6pp | 69.3%+27.1pp |
| Annual return | 18.16% | 45.07%-26.9pp | 263.57%-245.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $16,588 | $3,318+399.9% | $4,829+243.5% | $2,565+546.7% |
| Participant deferral / active EE | $15,254 | $5,945+156.6% | $7,352+107.5% | $3,952+286.0% |
| Admin fee / account holder | $61,630 | $6,933+788.9% | $10,799+470.7% | $6,260+884.5% |