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 7-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 | $527,633 | $98,750+434.3% | $149,696+252.5% | $79,858+560.7% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.5%+2.9pp | 69.6%+15.7pp |
| Annual return | 14.22% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $8,704 | $3,216+170.6% | $4,644+87.4% | $2,471+252.3% |
| Participant deferral / active EE | $9,697 | $5,680+70.7% | $6,842+41.7% | $3,740+159.3% |
| Admin fee / account holder | $84,818 | $6,053+1301.4% | $9,309+811.2% | $5,306+1498.4% |