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 | $836,737 | $102,317+717.8% | $146,958+469.4% | $80,856+934.8% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 21.03% | 134.76%-113.7pp | 418.34%-397.3pp | 35.59%-14.6pp |
| Employer contribution / active EE | $17,197 | $3,713+363.1% | $4,933+248.6% | $2,755+524.2% |
| Participant deferral / active EE | $13,222 | $6,644+99.0% | $8,070+63.8% | $4,296+207.8% |
| Admin fee / account holder | $11,082 | $7,941+39.5% | $12,998-14.7% | $6,918+60.2% |