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 | $578,960 | $105,181+450.4% | $159,436+263.1% | $85,850+574.4% |
| Participation rate | 98.3% | 75.8%+22.6pp | 82.8%+15.5pp | 69.3%+29.0pp |
| Annual return | 12.65% | 45.07%-32.4pp | 263.57%-250.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $5,004 | $3,318+50.8% | $4,829+3.6% | $2,565+95.1% |
| Participant deferral / active EE | $8,176 | $5,945+37.5% | $7,352+11.2% | $3,952+106.9% |
| Admin fee / account holder | $30,289 | $6,933+336.9% | $10,799+180.5% | $6,260+383.9% |