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 | $556,982 | $105,181+429.5% | $159,436+249.3% | $85,850+548.8% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.8%+6.8pp | 69.3%+20.3pp |
| Annual return | 18.14% | 45.07%-26.9pp | 263.57%-245.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $15,137 | $3,318+356.2% | $4,829+213.4% | $2,565+490.1% |
| Participant deferral / active EE | $14,554 | $5,945+144.8% | $7,352+98.0% | $3,952+268.3% |
| Admin fee / account holder | $16,171 | $6,933+133.2% | $10,799+49.8% | $6,260+158.3% |