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 | $526,796 | $88,751+493.6% | $81,812+543.9% | $145,922+261.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 13.61% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $9,833 | $3,083+218.9% | $2,912+237.7% | $4,660+111.0% |
| Participant deferral / active EE | $13,819 | $4,643+197.6% | $4,319+220.0% | $6,688+106.6% |
| Admin fee / account holder | $119,819 | $8,415+1323.8% | $7,386+1522.3% | $13,397+794.4% |