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 | $725,023 | $150,440+381.9% | $136,294+432.0% | $147,584+391.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 15.33% | 1049.08%-1033.8pp | 5155.94%-5140.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $3,228 | $5,256-38.6% | $4,695-31.3% | $4,876-33.8% |
| Participant deferral / active EE | $8,704 | $6,630+31.3% | $6,247+39.3% | $5,439+60.0% |
| Admin fee / account holder | $171,123 | $10,905+1469.2% | $9,243+1751.3% | $10,885+1472.1% |