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 | $457,122 | $105,181+334.6% | $159,436+186.7% | $85,850+432.5% |
| Participation rate | 90.1% | 75.8%+14.4pp | 82.8%+7.3pp | 69.3%+20.8pp |
| Annual return | 12.89% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $12,003 | $3,318+261.7% | $4,829+148.5% | $2,565+367.9% |
| Participant deferral / active EE | $10,087 | $5,945+69.7% | $7,352+37.2% | $3,952+155.2% |
| Admin fee / account holder | $9,262 | $6,933+33.6% | $10,799-14.2% | $6,260+48.0% |