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 | $679,543 | $169,032+302.0% | $129,207+425.9% | $145,922+365.7% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 8.65% | 14330.11%-14321.5pp | 9417.33%-9408.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $23,000 | $5,537+315.4% | $4,153+453.8% | $4,660+393.6% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,168+175.9% | $6,688+72.0% |
| Admin fee / account holder | $9,650 | $9,954-3.1% | $7,715+25.1% | $13,397-28.0% |