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 | $906,511 | $102,317+786.0% | $146,958+516.9% | $80,856+1021.1% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.2%+15.1pp | 67.6%+29.7pp |
| Annual return | 14.06% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $19,445 | $3,713+423.7% | $4,933+294.2% | $2,755+605.8% |
| Participant deferral / active EE | $21,408 | $6,644+222.2% | $8,070+165.3% | $4,296+398.4% |
| Admin fee / account holder | $167,236 | $7,941+2005.9% | $12,998+1186.6% | $6,918+2317.4% |