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 | $472,253 | $114,047+314.1% | $96,139+391.2% | $167,490+182.0% |
| Participation rate | 92.3% | 75.1%+17.2pp | 68.4%+23.9pp | 82.1%+10.2pp |
| Annual return | 20.12% | 189.88%-169.8pp | 191.94%-171.8pp | 478.56%-458.4pp |
| Employer contribution / active EE | $4,993 | $3,427+45.7% | $2,797+78.5% | $4,837+3.2% |
| Participant deferral / active EE | $2,703 | $5,194-48.0% | $4,349-37.8% | $6,341-57.4% |
| Admin fee / account holder | $40,594 | $6,897+488.6% | $5,537+633.2% | $12,309+229.8% |