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 | $363,406 | $102,317+255.2% | $146,958+147.3% | $80,856+349.4% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.2%+12.2pp | 67.6%+26.7pp |
| Annual return | 17.55% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $13,829 | $3,713+272.4% | $4,933+180.3% | $2,755+402.0% |
| Participant deferral / active EE | $11,925 | $6,644+79.5% | $8,070+47.8% | $4,296+177.6% |
| Admin fee / account holder | $27,433 | $7,941+245.5% | $12,998+111.1% | $6,918+296.6% |