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 | $565,828 | $102,317+453.0% | $146,958+285.0% | $80,856+599.8% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 12.28% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $21,335 | $3,713+474.6% | $4,933+332.5% | $2,755+674.4% |
| Participant deferral / active EE | $17,349 | $6,644+161.1% | $8,070+115.0% | $4,296+303.9% |
| Admin fee / account holder | $2,202 | $7,941-72.3% | $12,998-83.1% | $6,918-68.2% |