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 | $396,679 | $98,750+301.7% | $149,696+165.0% | $79,858+396.7% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.5%+12.1pp | 69.6%+25.0pp |
| Annual return | 13.45% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $12,054 | $3,216+274.8% | $4,644+159.5% | $2,471+387.9% |
| Participant deferral / active EE | $15,186 | $5,680+167.4% | $6,842+122.0% | $3,740+306.0% |
| Admin fee / account holder | $387 | $6,053-93.6% | $9,309-95.8% | $5,306-92.7% |