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 | $388,139 | $102,317+279.4% | $146,958+164.1% | $80,856+380.0% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.2%+15.1pp | 67.6%+29.7pp |
| Annual return | 23.89% | 134.76%-110.9pp | 418.34%-394.4pp | 35.59%-11.7pp |
| Employer contribution / active EE | $10,661 | $3,713+187.1% | $4,933+116.1% | $2,755+287.0% |
| Participant deferral / active EE | $9,530 | $6,644+43.4% | $8,070+18.1% | $4,296+121.8% |
| Admin fee / account holder | $4,090 | $7,941-48.5% | $12,998-68.5% | $6,918-40.9% |