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 | $665,436 | $91,190+629.7% | $178,490+272.8% | $79,858+733.3% |
| Participation rate | 92.5% | 69.2%+23.3pp | 81.9%+10.6pp | 69.6%+22.9pp |
| Annual return | 17.62% | 24.19%-6.6pp | 151.07%-133.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $18,992 | $3,256+483.3% | $5,011+279.0% | $2,471+668.7% |
| Participant deferral / active EE | $12,557 | $3,236+288.0% | $5,202+141.4% | $3,740+235.7% |
| Admin fee / account holder | $13,779 | $6,751+104.1% | $13,984-1.5% | $5,306+159.7% |