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 | $766,810 | $102,317+649.4% | $146,958+421.8% | $80,856+848.4% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 17.15% | 134.76%-117.6pp | 418.34%-401.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $16,366 | $3,713+340.8% | $4,933+231.8% | $2,755+494.1% |
| Participant deferral / active EE | $15,194 | $6,644+128.7% | $8,070+88.3% | $4,296+253.7% |
| Admin fee / account holder | $3,933 | $7,941-50.5% | $12,998-69.7% | $6,918-43.1% |