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 | $431,752 | $85,202+406.7% | $172,739+149.9% | $72,985+491.6% |
| Participation rate | 98.0% | 70.1%+27.9pp | 82.6%+15.3pp | 69.5%+28.5pp |
| Annual return | 17.37% | 27.32%-10.0pp | 802.84%-785.5pp | 81.00%-63.6pp |
| Employer contribution / active EE | $24,717 | $3,324+643.5% | $5,143+380.6% | $2,440+913.0% |
| Participant deferral / active EE | $12,483 | $3,260+282.9% | $5,198+140.2% | $3,607+246.0% |
| Admin fee / account holder | $71,410 | $5,884+1113.6% | $13,954+411.8% | $5,124+1293.5% |