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 | $496,742 | $270,399+83.7% | $209,409+137.2% | $357,791+38.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 9.79% | 194.89%-185.1pp | 159.49%-149.7pp | 396.79%-387.0pp |
| Employer contribution / active EE | $13,829 | $6,982+98.1% | $5,035+174.7% | $7,508+84.2% |
| Participant deferral / active EE | $10,422 | $4,606+126.3% | $4,230+146.4% | $5,521+88.8% |
| Admin fee / account holder | $68,821 | $18,969+262.8% | $16,474+317.8% | $28,387+142.4% |