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 | $448,526 | $118,849+277.4% | $96,562+364.5% | $167,490+167.8% |
| Participation rate | 91.3% | 75.5%+15.8pp | 69.8%+21.5pp | 82.1%+9.2pp |
| Annual return | 13.19% | 50.49%-37.3pp | 37.78%-24.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $12,205 | $3,120+291.2% | $2,356+417.9% | $4,837+152.3% |
| Participant deferral / active EE | $5,955 | $4,616+29.0% | $3,849+54.7% | $6,341-6.1% |
| Admin fee / account holder | $1,619 | $8,065-79.9% | $6,181-73.8% | $12,309-86.8% |