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 | $405,644 | $102,317+296.5% | $146,958+176.0% | $80,856+401.7% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.2%+11.7pp | 67.6%+26.2pp |
| Annual return | 12.98% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $16,072 | $3,713+332.8% | $4,933+225.8% | $2,755+483.4% |
| Participant deferral / active EE | $14,492 | $6,644+118.1% | $8,070+79.6% | $4,296+237.3% |
| Admin fee / account holder | $24,361 | $7,941+206.8% | $12,998+87.4% | $6,918+252.1% |