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 | $373,539 | $57,281+552.1% | $86,612+331.3% | $75,163+397.0% |
| Participation rate | 92.6% | 63.2%+29.4pp | 71.7%+20.9pp | 67.2%+25.4pp |
| Annual return | 20.35% | 2670.75%-2650.4pp | 591.07%-570.7pp | 160.62%-140.3pp |
| Employer contribution / active EE | $6,785 | $2,314+193.1% | $3,022+124.5% | $2,670+154.1% |
| Participant deferral / active EE | $5,887 | $3,318+77.4% | $4,438+32.7% | $4,125+42.7% |
| Admin fee / account holder | $4,417 | $4,112+7.4% | $5,614-21.3% | $5,651-21.8% |