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 | $420,630 | $98,750+326.0% | $149,696+181.0% | $79,858+426.7% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 18.20% | 27.43%-9.2pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $11,044 | $3,216+243.4% | $4,644+137.8% | $2,471+347.0% |
| Participant deferral / active EE | $15,390 | $5,680+170.9% | $6,842+124.9% | $3,740+311.5% |
| Admin fee / account holder | $1,318 | $6,053-78.2% | $9,309-85.8% | $5,306-75.2% |