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 | $374,987 | $105,181+256.5% | $159,436+135.2% | $85,850+336.8% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.8%+13.8pp | 69.3%+27.3pp |
| Annual return | 15.36% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $16,002 | $3,318+382.2% | $4,829+231.3% | $2,565+523.8% |
| Participant deferral / active EE | $3,665 | $5,945-38.3% | $7,352-50.1% | $3,952-7.2% |
| Admin fee / account holder | $23,755 | $6,933+242.6% | $10,799+120.0% | $6,260+279.5% |