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 | $843,810 | $105,181+702.2% | $159,436+429.2% | $85,850+882.9% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.8%+9.6pp | 69.3%+23.1pp |
| Annual return | 17.78% | 45.07%-27.3pp | 263.57%-245.8pp | 318.53%-300.8pp |
| Employer contribution / active EE | $8,725 | $3,318+162.9% | $4,829+80.7% | $2,565+240.1% |
| Participant deferral / active EE | $14,637 | $5,945+146.2% | $7,352+99.1% | $3,952+270.4% |
| Admin fee / account holder | $18,873 | $6,933+172.2% | $10,799+74.8% | $6,260+201.5% |