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 | $385,627 | $95,416+304.2% | $185,823+107.5% | $85,850+349.2% |
| Participation rate | 90.0% | 68.8%+21.2pp | 81.7%+8.3pp | 69.3%+20.7pp |
| Annual return | 15.25% | 23.59%-8.3pp | 122.05%-106.8pp | 318.53%-303.3pp |
| Employer contribution / active EE | $22,397 | $3,314+575.9% | $5,167+333.4% | $2,565+773.2% |
| Participant deferral / active EE | $14,534 | $3,423+324.6% | $5,568+161.0% | $3,952+267.8% |
| Admin fee / account holder | $33,566 | $7,213+365.4% | $16,237+106.7% | $6,260+436.2% |