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 | $550,400 | $83,902+556.0% | $167,512+228.6% | $84,808+549.0% |
| Participation rate | 96.3% | 66.5%+29.8pp | 77.1%+19.2pp | 68.3%+28.0pp |
| Annual return | 13.62% | 91.55%-77.9pp | 1615.79%-1602.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $8,301 | $2,264+266.7% | $3,882+113.9% | $2,631+215.5% |
| Participant deferral / active EE | $13,074 | $4,442+194.3% | $6,405+104.1% | $4,212+210.4% |
| Admin fee / account holder | $43,600 | $7,915+450.8% | $9,769+346.3% | $7,344+493.7% |