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 | $295,295 | $105,181+180.7% | $159,436+85.2% | $85,850+244.0% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.8%+13.1pp | 69.3%+26.6pp |
| Annual return | 13.56% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $12,652 | $3,318+281.3% | $4,829+162.0% | $2,565+393.2% |
| Participant deferral / active EE | $10,262 | $5,945+72.6% | $7,352+39.6% | $3,952+159.7% |
| Admin fee / account holder | $55,246 | $6,933+696.8% | $10,799+411.6% | $6,260+782.5% |