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 | $433,857 | $150,440+188.4% | $136,294+218.3% | $147,584+194.0% |
| Participation rate | 85.0% | 84.4%+0.6pp | 81.9%+3.1pp | 82.8%+2.2pp |
| Annual return | 15.42% | 1049.08%-1033.7pp | 5155.94%-5140.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,339 | $5,256-36.5% | $4,695-28.9% | $4,876-31.5% |
| Participant deferral / active EE | $6,281 | $6,630-5.3% | $6,247+0.5% | $5,439+15.5% |
| Admin fee / account holder | $50,816 | $10,905+366.0% | $9,243+449.8% | $10,885+366.8% |