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 | $539,814 | $109,982+390.8% | $97,226+455.2% | $145,922+269.9% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 17.81% | 242.90%-225.1pp | 75.13%-57.3pp | 561.29%-543.5pp |
| Employer contribution / active EE | $5,100 | $3,084+65.4% | $2,729+86.9% | $4,660+9.4% |
| Participant deferral / active EE | $8,442 | $4,676+80.5% | $4,264+98.0% | $6,688+26.2% |
| Admin fee / account holder | $44,126 | $6,221+609.4% | $5,654+680.5% | $13,397+229.4% |