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 | $436,930 | $209,832+108.2% | $189,513+130.6% | $167,490+160.9% |
| Participation rate | 95.2% | 88.7%+6.6pp | 87.8%+7.4pp | 82.1%+13.1pp |
| Annual return | 15.04% | 748.27%-733.2pp | 555.15%-540.1pp | 478.56%-463.5pp |
| Employer contribution / active EE | $17,847 | $6,914+158.1% | $6,162+189.7% | $4,837+268.9% |
| Participant deferral / active EE | $13,829 | $8,935+54.8% | $8,221+68.2% | $6,341+118.1% |
| Admin fee / account holder | $208,291 | $14,293+1357.3% | $12,045+1629.3% | $12,309+1592.2% |