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 | $616,552 | $102,317+502.6% | $146,958+319.5% | $80,856+662.5% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 13.25% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $15,732 | $3,713+323.7% | $4,933+218.9% | $2,755+471.1% |
| Participant deferral / active EE | $14,085 | $6,644+112.0% | $8,070+74.5% | $4,296+227.9% |
| Admin fee / account holder | $30,984 | $7,941+290.2% | $12,998+138.4% | $6,918+347.9% |