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 | $323,263 | $89,355+261.8% | $141,162+129.0% | $72,985+342.9% |
| Participation rate | 92.7% | 75.1%+17.6pp | 82.5%+10.2pp | 69.5%+23.2pp |
| Annual return | 21.91% | 111.85%-89.9pp | 71.39%-49.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $12,472 | $3,114+300.5% | $4,735+163.4% | $2,440+411.2% |
| Participant deferral / active EE | $6,017 | $5,418+11.1% | $6,709-10.3% | $3,607+66.8% |
| Admin fee / account holder | $25,895 | $5,958+334.6% | $10,261+152.4% | $5,124+405.3% |