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 | $570,888 | $109,817+419.9% | $98,442+479.9% | $167,490+240.8% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.8pp |
| Annual return | 14.27% | 1956.69%-1942.4pp | 1492.73%-1478.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,816 | $3,224-43.7% | $2,960-38.6% | $4,837-62.5% |
| Participant deferral / active EE | $11,444 | $4,673+144.9% | $4,276+167.6% | $6,341+80.5% |
| Admin fee / account holder | $9,381 | $6,753+38.9% | $5,949+57.7% | $12,309-23.8% |