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 | $564,813 | $150,440+275.4% | $136,294+314.4% | $147,584+282.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.34% | 1049.08%-1034.7pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $5,412 | $5,256+3.0% | $4,695+15.3% | $4,876+11.0% |
| Participant deferral / active EE | $12,440 | $6,630+87.6% | $6,247+99.1% | $5,439+128.7% |
| Admin fee / account holder | $13,894 | $10,905+27.4% | $9,243+50.3% | $10,885+27.6% |