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 | $534,631 | $176,056+203.7% | $159,436+235.3% | $167,490+219.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.20% | 331.75%-307.6pp | 263.57%-239.4pp | 478.56%-454.4pp |
| Employer contribution / active EE | $13,468 | $5,297+154.3% | $4,829+178.9% | $4,837+178.4% |
| Participant deferral / active EE | $11,627 | $7,750+50.0% | $7,352+58.1% | $6,341+83.4% |
| Admin fee / account holder | $137,748 | $12,554+997.2% | $10,799+1175.6% | $12,309+1019.1% |