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 | $791,634 | $203,436+289.1% | $152,466+419.2% | $167,490+372.6% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.2%+15.1pp | 82.1%+11.2pp |
| Annual return | 11.49% | 13.80%-2.3pp | 757.33%-745.8pp | 478.56%-467.1pp |
| Employer contribution / active EE | $14,365 | $5,220+175.2% | $4,327+232.0% | $4,837+197.0% |
| Participant deferral / active EE | $12,888 | $6,716+91.9% | $5,820+121.4% | $6,341+103.2% |
| Admin fee / account holder | $49,650 | $22,506+120.6% | $15,805+214.1% | $12,309+303.4% |