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 | $305,014 | $102,317+198.1% | $146,958+107.6% | $80,856+277.2% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | 16.24% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $6,316 | $3,713+70.1% | $4,933+28.0% | $2,755+129.3% |
| Participant deferral / active EE | $12,187 | $6,644+83.4% | $8,070+51.0% | $4,296+183.7% |
| Admin fee / account holder | $22,700 | $7,941+185.9% | $12,998+74.6% | $6,918+228.1% |