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 | $470,081 | $85,202+451.7% | $172,739+172.1% | $72,985+544.1% |
| Participation rate | 76.5% | 70.1%+6.4pp | 82.6%-6.2pp | 69.5%+7.0pp |
| Annual return | 21.88% | 27.32%-5.4pp | 802.84%-781.0pp | 81.00%-59.1pp |
| Employer contribution / active EE | $12,746 | $3,324+283.4% | $5,143+147.8% | $2,440+422.4% |
| Participant deferral / active EE | $9,150 | $3,260+180.7% | $5,198+76.0% | $3,607+153.6% |
| Admin fee / account holder | $61,290 | $5,884+941.6% | $13,954+339.2% | $5,124+1096.0% |