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 | $666,740 | $98,750+575.2% | $149,696+345.4% | $79,858+734.9% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.5%+13.6pp | 69.6%+26.4pp |
| Annual return | 20.24% | 27.43%-7.2pp | 276.60%-256.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $19,840 | $3,216+516.8% | $4,644+327.2% | $2,471+703.0% |
| Participant deferral / active EE | $14,893 | $5,680+162.2% | $6,842+117.7% | $3,740+298.2% |
| Admin fee / account holder | $3,999 | $6,053-33.9% | $9,309-57.0% | $5,306-24.6% |