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 | $500,604 | $105,181+375.9% | $159,436+214.0% | $85,850+483.1% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.8%+9.8pp | 69.3%+23.3pp |
| Annual return | 16.42% | 45.07%-28.7pp | 263.57%-247.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $10,296 | $3,318+210.3% | $4,829+113.2% | $2,565+301.4% |
| Participant deferral / active EE | $5,432 | $5,945-8.6% | $7,352-26.1% | $3,952+37.5% |
| Admin fee / account holder | $5,641 | $6,933-18.6% | $10,799-47.8% | $6,260-9.9% |