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 | $532,083 | $85,202+524.5% | $172,739+208.0% | $72,985+629.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.41% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $6,170 | $3,324+85.6% | $5,143+20.0% | $2,440+152.9% |
| Participant deferral / active EE | $19,984 | $3,260+513.0% | $5,198+284.5% | $3,607+454.0% |
| Admin fee / account holder | $29,378 | $5,884+399.3% | $13,954+110.5% | $5,124+473.3% |