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 | $505,044 | $102,317+393.6% | $146,958+243.7% | $80,856+524.6% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 22.51% | 134.76%-112.3pp | 418.34%-395.8pp | 35.59%-13.1pp |
| Employer contribution / active EE | $5,893 | $3,713+58.7% | $4,933+19.5% | $2,755+113.9% |
| Participant deferral / active EE | $14,624 | $6,644+120.1% | $8,070+81.2% | $4,296+240.4% |
| Admin fee / account holder | $6,880 | $7,941-13.4% | $12,998-47.1% | $6,918-0.5% |