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 | $568,616 | $70,606+705.3% | $53,898+955.0% | $142,382+299.4% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 14.95% | 619.81%-604.9pp | 528.60%-513.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,330 | $1,202+93.8% | $932+150.0% | $4,299-45.8% |
| Participant deferral / active EE | $8,115 | $2,364+243.3% | $1,826+344.3% | $6,507+24.7% |
| Admin fee / account holder | $1,479 | $2,852-48.1% | $2,491-40.6% | $12,624-88.3% |