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 | $984,263 | $91,190+979.4% | $178,490+451.4% | $79,858+1132.5% |
| Participation rate | 92.1% | 69.2%+22.9pp | 81.9%+10.2pp | 69.6%+22.5pp |
| Annual return | 17.91% | 24.19%-6.3pp | 151.07%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $24,386 | $3,256+649.0% | $5,011+386.7% | $2,471+887.0% |
| Participant deferral / active EE | $16,167 | $3,236+399.6% | $5,202+210.8% | $3,740+332.3% |
| Admin fee / account holder | $23,893 | $6,751+253.9% | $13,984+70.9% | $5,306+350.3% |