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 | $467,333 | $98,750+373.3% | $149,696+212.2% | $79,858+485.2% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 13.27% | 27.43%-14.2pp | 276.60%-263.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $7,430 | $3,216+131.0% | $4,644+60.0% | $2,471+200.7% |
| Participant deferral / active EE | $3,978 | $5,680-30.0% | $6,842-41.9% | $3,740+6.4% |
| Admin fee / account holder | $13,697 | $6,053+126.3% | $9,309+47.1% | $5,306+158.1% |