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 | $417,447 | $126,574+229.8% | $106,213+293.0% | $145,922+186.1% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 13.86% | 224.79%-210.9pp | 116.14%-102.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $7,388 | $3,730+98.0% | $3,171+132.9% | $4,660+58.5% |
| Participant deferral / active EE | $8,116 | $5,724+41.8% | $5,016+61.8% | $6,688+21.4% |
| Admin fee / account holder | $80,925 | $17,304+367.7% | $11,033+633.5% | $13,397+504.1% |