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 | $792,263 | $99,985+692.4% | $146,665+440.2% | $85,850+822.8% |
| Participation rate | 93.5% | 73.1%+20.4pp | 80.1%+13.4pp | 69.3%+24.2pp |
| Annual return | 66.91% | 18.93%+48.0pp | 22.74%+44.2pp | 318.53%-251.6pp |
| Employer contribution / active EE | $12,633 | $2,559+393.8% | $4,136+205.4% | $2,565+392.5% |
| Participant deferral / active EE | $9,976 | $4,006+149.1% | $5,506+81.2% | $3,952+152.5% |
| Admin fee / account holder | $9,244 | $7,702+20.0% | $10,280-10.1% | $6,260+47.7% |