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 | $418,795 | $85,202+391.5% | $172,739+142.4% | $72,985+473.8% |
| Participation rate | 96.2% | 70.1%+26.2pp | 82.6%+13.6pp | 69.5%+26.7pp |
| Annual return | 21.32% | 27.32%-6.0pp | 802.84%-781.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $25,303 | $3,324+661.2% | $5,143+392.0% | $2,440+937.1% |
| Participant deferral / active EE | $13,936 | $3,260+327.5% | $5,198+168.1% | $3,607+286.3% |
| Admin fee / account holder | $21,713 | $5,884+269.0% | $13,954+55.6% | $5,124+323.7% |