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 | $467,277 | $68,346+583.7% | $94,646+393.7% | $75,163+521.7% |
| Participation rate | 97.9% | 76.1%+21.8pp | 80.8%+17.1pp | 67.2%+30.7pp |
| Annual return | 19.92% | 616.93%-597.0pp | 156.71%-136.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $9,831 | $2,701+264.0% | $3,672+167.7% | $2,670+268.2% |
| Participant deferral / active EE | $8,111 | $6,537+24.1% | $7,418+9.3% | $4,125+96.6% |
| Admin fee / account holder | $27,013 | $5,326+407.2% | $7,231+273.6% | $5,651+378.0% |