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 8-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 | $418,850 | $100,852+315.3% | $90,404+363.3% | $158,922+163.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 64.00% | 1724.20%-1660.2pp | 1293.02%-1229.0pp | 302.83%-238.8pp |
| Employer contribution / active EE | $750 | $3,689-79.7% | $3,262-77.0% | $4,761-84.2% |
| Participant deferral / active EE | $938 | $4,348-78.4% | $3,963-76.3% | $5,982-84.3% |
| Admin fee / account holder | $46,500 | $6,501+615.3% | $5,611+728.8% | $11,246+313.5% |