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 | $509,126 | $89,355+469.8% | $141,162+260.7% | $72,985+597.6% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.5%+15.0pp | 69.5%+28.0pp |
| Annual return | 21.45% | 111.85%-90.4pp | 71.39%-49.9pp | 81.00%-59.6pp |
| Employer contribution / active EE | $13,887 | $3,114+345.9% | $4,735+193.3% | $2,440+469.2% |
| Participant deferral / active EE | $5,649 | $5,418+4.3% | $6,709-15.8% | $3,607+56.6% |
| Admin fee / account holder | $12,241 | $5,958+105.5% | $10,261+19.3% | $5,124+138.9% |