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 | $591,309 | $169,032+249.8% | $129,207+357.6% | $145,922+305.2% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 13.13% | 14330.11%-14317.0pp | 9417.33%-9404.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $750 | $5,537-86.5% | $4,153-81.9% | $4,660-83.9% |
| Participant deferral / active EE | $11,120 | $4,987+123.0% | $4,168+166.8% | $6,688+66.3% |
| Admin fee / account holder | $7,100 | $9,954-28.7% | $7,715-8.0% | $13,397-47.0% |