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 | $395,983 | $81,625+385.1% | $58,482+577.1% | $139,434+184.0% |
| Participation rate | 77.3% | 61.3%+15.9pp | 50.9%+26.4pp | 80.3%-3.0pp |
| Annual return | 15.50% | 7404.20%-7388.7pp | 4239.32%-4223.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,289 | $1,398+63.7% | $1,053+117.3% | $4,751-51.8% |
| Participant deferral / active EE | $7,860 | $2,557+207.4% | $1,924+308.5% | $6,710+17.1% |
| Admin fee / account holder | $9,808 | $3,265+200.4% | $2,516+289.8% | $11,403-14.0% |