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 | $329,016 | $85,202+286.2% | $172,739+90.5% | $72,985+350.8% |
| Participation rate | 94.3% | 70.1%+24.2pp | 82.6%+11.6pp | 69.5%+24.8pp |
| Annual return | 23.77% | 27.32%-3.6pp | 802.84%-779.1pp | 81.00%-57.2pp |
| Employer contribution / active EE | $15,036 | $3,324+352.3% | $5,143+192.4% | $2,440+516.3% |
| Participant deferral / active EE | $16,508 | $3,260+406.3% | $5,198+217.6% | $3,607+357.6% |
| Admin fee / account holder | $30,554 | $5,884+419.3% | $13,954+119.0% | $5,124+496.3% |