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 | $361,228 | $118,849+203.9% | $96,562+274.1% | $167,490+115.7% |
| Participation rate | 93.8% | 75.5%+18.3pp | 69.8%+23.9pp | 82.1%+11.6pp |
| Annual return | 16.71% | 50.49%-33.8pp | 37.78%-21.1pp | 478.56%-461.8pp |
| Employer contribution / active EE | $19,245 | $3,120+516.9% | $2,356+716.7% | $4,837+297.8% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,341-100.0% |
| Admin fee / account holder | $4,302 | $8,065-46.7% | $6,181-30.4% | $12,309-65.1% |