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 | $461,594 | $105,181+338.9% | $159,436+189.5% | $85,850+437.7% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.8%+8.8pp | 69.3%+22.4pp |
| Annual return | 13.40% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $33,777 | $3,318+917.9% | $4,829+599.4% | $2,565+1216.8% |
| Participant deferral / active EE | $10,791 | $5,945+81.5% | $7,352+46.8% | $3,952+173.1% |
| Admin fee / account holder | $19,053 | $6,933+174.8% | $10,799+76.4% | $6,260+204.4% |