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 | $807,133 | $102,317+688.9% | $146,958+449.2% | $80,856+898.2% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.2%+8.6pp | 67.6%+23.1pp |
| Annual return | 15.16% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $952 | $3,713-74.4% | $4,933-80.7% | $2,755-65.5% |
| Participant deferral / active EE | $14,513 | $6,644+118.4% | $8,070+79.8% | $4,296+237.8% |
| Admin fee / account holder | $59,769 | $7,941+652.6% | $12,998+359.8% | $6,918+764.0% |