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 | $534,263 | $95,416+459.9% | $185,823+187.5% | $85,850+522.3% |
| Participation rate | 93.9% | 68.8%+25.1pp | 81.7%+12.2pp | 69.3%+24.6pp |
| Annual return | 16.70% | 23.59%-6.9pp | 122.05%-105.3pp | 318.53%-301.8pp |
| Employer contribution / active EE | $19,265 | $3,314+481.4% | $5,167+272.8% | $2,565+651.0% |
| Participant deferral / active EE | $12,197 | $3,423+256.3% | $5,568+119.1% | $3,952+208.6% |
| Admin fee / account holder | $11,023 | $7,213+52.8% | $16,237-32.1% | $6,260+76.1% |