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 | $549,099 | $100,852+444.5% | $90,404+507.4% | $158,922+245.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 14.57% | 1724.20%-1709.6pp | 1293.02%-1278.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $6,739 | $3,689+82.7% | $3,262+106.6% | $4,761+41.5% |
| Participant deferral / active EE | $825 | $4,348-81.0% | $3,963-79.2% | $5,982-86.2% |
| Admin fee / account holder | $21,504 | $6,501+230.8% | $5,611+283.3% | $11,246+91.2% |