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 | $319,958 | $102,317+212.7% | $146,958+117.7% | $80,856+295.7% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 15.95% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $12,879 | $3,713+246.8% | $4,933+161.1% | $2,755+367.5% |
| Participant deferral / active EE | $19,924 | $6,644+199.9% | $8,070+146.9% | $4,296+363.8% |
| Admin fee / account holder | $2,606 | $7,941-67.2% | $12,998-80.0% | $6,918-62.3% |