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 | $461,939 | $105,181+339.2% | $159,436+189.7% | $85,850+438.1% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 13.13% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $6,661 | $3,318+100.7% | $4,829+37.9% | $2,565+159.7% |
| Participant deferral / active EE | $10,913 | $5,945+83.6% | $7,352+48.4% | $3,952+176.2% |
| Admin fee / account holder | $9,079 | $6,933+31.0% | $10,799-15.9% | $6,260+45.0% |