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 | $526,827 | $84,233+525.4% | $170,442+209.1% | $70,131+651.2% |
| Participation rate | 96.2% | 70.8%+25.4pp | 83.6%+12.6pp | 69.5%+26.7pp |
| Annual return | 13.83% | 23.06%-9.2pp | 205.93%-192.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $22,429 | $3,387+562.2% | $5,433+312.8% | $2,342+857.5% |
| Participant deferral / active EE | $5,129 | $3,086+66.2% | $4,939+3.8% | $3,332+53.9% |
| Admin fee / account holder | $43,051 | $5,698+655.6% | $13,880+210.2% | $4,645+826.8% |