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 | $610,238 | $105,181+480.2% | $159,436+282.7% | $85,850+610.8% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.8%+5.4pp | 69.3%+18.9pp |
| Annual return | 13.02% | 45.07%-32.1pp | 263.57%-250.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $8,894 | $3,318+168.0% | $4,829+84.2% | $2,565+246.7% |
| Participant deferral / active EE | $13,264 | $5,945+123.1% | $7,352+80.4% | $3,952+235.7% |
| Admin fee / account holder | $39,241 | $6,933+466.0% | $10,799+263.4% | $6,260+526.9% |