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 | $519,834 | $102,317+408.1% | $146,958+253.7% | $80,856+542.9% |
| Participation rate | 93.9% | 75.8%+18.0pp | 82.2%+11.7pp | 67.6%+26.2pp |
| Annual return | 16.37% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $16,634 | $3,713+348.0% | $4,933+237.2% | $2,755+503.8% |
| Participant deferral / active EE | $15,130 | $6,644+127.7% | $8,070+87.5% | $4,296+252.2% |
| Admin fee / account holder | $26,630 | $7,941+235.3% | $12,998+104.9% | $6,918+284.9% |