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 | $671,114 | $102,317+555.9% | $146,958+356.7% | $80,856+730.0% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 15.84% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $12,048 | $3,713+224.5% | $4,933+144.2% | $2,755+337.3% |
| Participant deferral / active EE | $17,636 | $6,644+165.5% | $8,070+118.5% | $4,296+310.5% |
| Admin fee / account holder | $9,912 | $7,941+24.8% | $12,998-23.7% | $6,918+43.3% |