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 | $458,833 | $102,317+348.4% | $146,958+212.2% | $80,856+467.5% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 12.07% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $15,445 | $3,713+316.0% | $4,933+213.1% | $2,755+460.7% |
| Participant deferral / active EE | $10,564 | $6,644+59.0% | $8,070+30.9% | $4,296+145.9% |
| Admin fee / account holder | $31,197 | $7,941+292.8% | $12,998+140.0% | $6,918+351.0% |