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 | $534,184 | $150,440+255.1% | $136,294+291.9% | $147,584+262.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.04% | 1049.08%-1034.0pp | 5155.94%-5140.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $16,601 | $5,256+215.8% | $4,695+253.5% | $4,876+240.4% |
| Participant deferral / active EE | $12,386 | $6,630+86.8% | $6,247+98.3% | $5,439+127.7% |
| Admin fee / account holder | $26,099 | $10,905+139.3% | $9,243+182.4% | $10,885+139.8% |