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 | $740,514 | $105,181+604.0% | $159,436+364.5% | $85,850+762.6% |
| Participation rate | 87.6% | 75.8%+11.9pp | 82.8%+4.8pp | 69.3%+18.3pp |
| Annual return | 18.23% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $10,748 | $3,318+223.9% | $4,829+122.5% | $2,565+319.0% |
| Participant deferral / active EE | $8,527 | $5,945+43.4% | $7,352+16.0% | $3,952+115.8% |
| Admin fee / account holder | $16,562 | $6,933+138.9% | $10,799+53.4% | $6,260+164.6% |