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 | $454,588 | $56,114+710.1% | $96,139+372.8% | $85,850+429.5% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 16.16% | 42.30%-26.1pp | 191.94%-175.8pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,860 | $1,620+14.8% | $2,797-33.5% | $2,565-27.5% |
| Participant deferral / active EE | $7,842 | $2,859+174.3% | $4,349+80.3% | $3,952+98.4% |
| Admin fee / account holder | $34,714 | $3,768+821.2% | $5,537+527.0% | $6,260+454.5% |