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 | $327,720 | $105,181+211.6% | $159,436+105.5% | $85,850+281.7% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.8%+13.7pp | 69.3%+27.2pp |
| Annual return | 16.94% | 45.07%-28.1pp | 263.57%-246.6pp | 318.53%-301.6pp |
| Employer contribution / active EE | $13,797 | $3,318+315.8% | $4,829+185.7% | $2,565+437.9% |
| Participant deferral / active EE | $11,881 | $5,945+99.9% | $7,352+61.6% | $3,952+200.7% |
| Admin fee / account holder | $13,159 | $6,933+89.8% | $10,799+21.9% | $6,260+110.2% |