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 | $510,599 | $102,317+399.0% | $146,958+247.4% | $80,856+531.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.40% | 134.76%-109.4pp | 418.34%-392.9pp | 35.59%-10.2pp |
| Employer contribution / active EE | $2,969 | $3,713-20.0% | $4,933-39.8% | $2,755+7.8% |
| Participant deferral / active EE | $13,166 | $6,644+98.2% | $8,070+63.1% | $4,296+206.5% |
| Admin fee / account holder | $39,685 | $7,941+399.7% | $12,998+205.3% | $6,918+473.7% |