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 | $519,730 | $217,402+139.1% | $185,823+179.7% | $167,490+210.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.93% | 148.36%-139.4pp | 122.05%-113.1pp | 478.56%-469.6pp |
| Employer contribution / active EE | $8,728 | $5,873+48.6% | $5,167+68.9% | $4,837+80.4% |
| Participant deferral / active EE | $5,246 | $6,356-17.5% | $5,568-5.8% | $6,341-17.3% |
| Admin fee / account holder | $30,680 | $19,811+54.9% | $16,237+88.9% | $12,309+149.2% |