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 | $624,506 | $102,317+510.4% | $146,958+325.0% | $80,856+672.4% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.2%+9.1pp | 67.6%+23.6pp |
| Annual return | 12.68% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $11,969 | $3,713+222.4% | $4,933+142.6% | $2,755+334.5% |
| Participant deferral / active EE | $11,720 | $6,644+76.4% | $8,070+45.2% | $4,296+172.8% |
| Admin fee / account holder | $8,690 | $7,941+9.4% | $12,998-33.1% | $6,918+25.6% |