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 | $413,584 | $85,202+385.4% | $172,739+139.4% | $72,985+466.7% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.6%+14.4pp | 69.5%+27.6pp |
| Annual return | 20.23% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $16,968 | $3,324+410.4% | $5,143+229.9% | $2,440+595.5% |
| Participant deferral / active EE | $10,679 | $3,260+227.6% | $5,198+105.5% | $3,607+196.0% |
| Admin fee / account holder | $569 | $5,884-90.3% | $13,954-95.9% | $5,124-88.9% |