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 | $804,100 | $85,202+843.8% | $172,739+365.5% | $72,985+1001.7% |
| Participation rate | 94.3% | 70.1%+24.2pp | 82.6%+11.6pp | 69.5%+24.8pp |
| Annual return | 20.55% | 27.32%-6.8pp | 802.84%-782.3pp | 81.00%-60.4pp |
| Employer contribution / active EE | $26,983 | $3,324+711.7% | $5,143+424.7% | $2,440+1005.9% |
| Participant deferral / active EE | $18,909 | $3,260+480.0% | $5,198+263.8% | $3,607+424.2% |
| Admin fee / account holder | $32,761 | $5,884+456.8% | $13,954+134.8% | $5,124+539.3% |