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 | $475,390 | $102,317+364.6% | $146,958+223.5% | $80,856+487.9% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 15.20% | 134.76%-119.6pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $11,669 | $3,713+214.3% | $4,933+136.6% | $2,755+323.6% |
| Participant deferral / active EE | $9,665 | $6,644+45.5% | $8,070+19.8% | $4,296+125.0% |
| Admin fee / account holder | $43,874 | $7,941+452.5% | $12,998+237.5% | $6,918+534.2% |