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 | $677,443 | $91,190+642.9% | $178,490+279.5% | $79,858+748.3% |
| Participation rate | 97.5% | 69.2%+28.3pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 17.93% | 24.19%-6.3pp | 151.07%-133.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $23,618 | $3,256+625.4% | $5,011+371.4% | $2,471+855.9% |
| Participant deferral / active EE | $14,833 | $3,236+358.4% | $5,202+185.2% | $3,740+296.6% |
| Admin fee / account holder | $30,696 | $6,751+354.7% | $13,984+119.5% | $5,306+478.5% |