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 | $475,237 | $90,600+424.5% | $79,464+498.1% | $135,375+251.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 4.71% | 977.43%-972.7pp | 718.14%-713.4pp | 519.73%-515.0pp |
| Employer contribution / active EE | $3,458 | $3,068+12.7% | $2,800+23.5% | $4,779-27.6% |
| Participant deferral / active EE | $6,283 | $4,050+55.1% | $3,704+69.6% | $5,609+12.0% |
| Admin fee / account holder | $16,032 | $5,907+171.4% | $5,113+213.6% | $10,827+48.1% |