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 | $343,654 | $102,317+235.9% | $146,958+133.8% | $80,856+325.0% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.2%+9.1pp | 67.6%+23.7pp |
| Annual return | 14.34% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $7,733 | $3,713+108.3% | $4,933+56.8% | $2,755+180.7% |
| Participant deferral / active EE | $10,754 | $6,644+61.9% | $8,070+33.3% | $4,296+150.3% |
| Admin fee / account holder | $32,166 | $7,941+305.1% | $12,998+147.5% | $6,918+365.0% |