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 | $400,560 | $105,181+280.8% | $159,436+151.2% | $85,850+366.6% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.8%-3.5pp | 69.3%+10.0pp |
| Annual return | 18.85% | 45.07%-26.2pp | 263.57%-244.7pp | 318.53%-299.7pp |
| Employer contribution / active EE | $3,896 | $3,318+17.4% | $4,829-19.3% | $2,565+51.9% |
| Participant deferral / active EE | $10,143 | $5,945+70.6% | $7,352+38.0% | $3,952+156.7% |
| Admin fee / account holder | $13,163 | $6,933+89.9% | $10,799+21.9% | $6,260+110.3% |