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 | $573,245 | $202,318+183.3% | $172,739+231.9% | $152,861+275.0% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 19.09% | 1029.65%-1010.6pp | 802.84%-783.8pp | 345.32%-326.2pp |
| Employer contribution / active EE | $11,975 | $5,856+104.5% | $5,143+132.9% | $4,762+151.5% |
| Participant deferral / active EE | $6,010 | $5,948+1.0% | $5,198+15.6% | $5,850+2.7% |
| Admin fee / account holder | $62,406 | $17,109+264.8% | $13,954+347.2% | $11,596+438.1% |