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 9-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 | $927,202 | $95,416+871.7% | $185,823+399.0% | $85,850+980.0% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 12.14% | 23.59%-11.4pp | 122.05%-109.9pp | 318.53%-306.4pp |
| Employer contribution / active EE | $8,283 | $3,314+150.0% | $5,167+60.3% | $2,565+222.9% |
| Participant deferral / active EE | $22,606 | $3,423+560.3% | $5,568+306.0% | $3,952+472.1% |
| Admin fee / account holder | $84,558 | $7,213+1072.3% | $16,237+420.8% | $6,260+1250.8% |