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 | $493,196 | $102,317+382.0% | $146,958+235.6% | $80,856+510.0% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.2%+9.1pp | 67.6%+23.7pp |
| Annual return | 13.78% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $16,128 | $3,713+334.4% | $4,933+226.9% | $2,755+485.4% |
| Participant deferral / active EE | $5,738 | $6,644-13.6% | $8,070-28.9% | $4,296+33.6% |
| Admin fee / account holder | $83,048 | $7,941+945.8% | $12,998+538.9% | $6,918+1100.5% |