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 | $381,015 | $95,416+299.3% | $185,823+105.0% | $85,850+343.8% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 15.38% | 23.59%-8.2pp | 122.05%-106.7pp | 318.53%-303.2pp |
| Employer contribution / active EE | $10,332 | $3,314+211.8% | $5,167+99.9% | $2,565+302.8% |
| Participant deferral / active EE | $8,981 | $3,423+162.4% | $5,568+61.3% | $3,952+127.3% |
| Admin fee / account holder | $22,183 | $7,213+207.6% | $16,237+36.6% | $6,260+254.4% |