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 | $396,182 | $137,414+188.3% | $189,513+109.1% | $85,850+361.5% |
| Participation rate | 97.1% | 84.6%+12.4pp | 87.8%+9.3pp | 69.3%+27.7pp |
| Annual return | 16.68% | 38.14%-21.5pp | 555.15%-538.5pp | 318.53%-301.9pp |
| Employer contribution / active EE | $22,851 | $4,344+426.0% | $6,162+270.9% | $2,565+790.9% |
| Participant deferral / active EE | $23,960 | $6,260+282.8% | $8,221+191.4% | $3,952+506.3% |
| Admin fee / account holder | $15,154 | $8,630+75.6% | $12,045+25.8% | $6,260+142.1% |