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 | $410,159 | $102,317+300.9% | $146,958+179.1% | $80,856+407.3% |
| Participation rate | 97.8% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 17.46% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.1pp |
| Employer contribution / active EE | $16,282 | $3,713+338.5% | $4,933+230.1% | $2,755+491.0% |
| Participant deferral / active EE | $27,234 | $6,644+309.9% | $8,070+237.5% | $4,296+534.0% |
| Admin fee / account holder | $16,534 | $7,941+108.2% | $12,998+27.2% | $6,918+139.0% |