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 | $544,584 | $83,902+549.1% | $167,512+225.1% | $84,808+542.1% |
| Participation rate | 88.0% | 66.5%+21.5pp | 77.1%+10.9pp | 68.3%+19.7pp |
| Annual return | 16.87% | 91.55%-74.7pp | 1615.79%-1598.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,858 | $2,264-17.9% | $3,882-52.1% | $2,631-29.4% |
| Participant deferral / active EE | $13,386 | $4,442+201.3% | $6,405+109.0% | $4,212+217.8% |
| Admin fee / account holder | $7,513 | $7,915-5.1% | $9,769-23.1% | $7,344+2.3% |