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 | $397,675 | $90,348+340.2% | $75,972+423.4% | $145,922+172.5% |
| Participation rate | 92.3% | 74.5%+17.9pp | 69.1%+23.3pp | 80.3%+12.0pp |
| Annual return | 12.25% | 620.88%-608.6pp | 359.55%-347.3pp | 561.29%-549.0pp |
| Employer contribution / active EE | $15,020 | $3,311+353.6% | $2,685+459.4% | $4,660+222.3% |
| Participant deferral / active EE | $6,945 | $5,162+34.5% | $4,255+63.2% | $6,688+3.8% |
| Admin fee / account holder | $47,767 | $8,467+464.2% | $6,467+638.7% | $13,397+256.6% |