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 | $684,523 | $176,056+288.8% | $159,436+329.3% | $167,490+308.7% |
| Participation rate | 73.7% | 84.9%-11.3pp | 82.8%-9.1pp | 82.1%-8.4pp |
| Annual return | 11.65% | 331.75%-320.1pp | 263.57%-251.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $14,750 | $5,297+178.5% | $4,829+205.4% | $4,837+204.9% |
| Participant deferral / active EE | $3,969 | $7,750-48.8% | $7,352-46.0% | $6,341-37.4% |
| Admin fee / account holder | $55,013 | $12,554+338.2% | $10,799+409.4% | $12,309+346.9% |