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 | $497,523 | $96,305+416.6% | $80,569+517.5% | $139,434+256.8% |
| Participation rate | 73.9% | 73.6%+0.3pp | 67.0%+6.9pp | 80.3%-6.4pp |
| Annual return | 17.62% | 1350.08%-1332.5pp | 935.43%-917.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $7,262 | $3,262+122.6% | $2,723+166.6% | $4,751+52.8% |
| Participant deferral / active EE | $13,005 | $5,232+148.6% | $4,447+192.4% | $6,710+93.8% |
| Admin fee / account holder | $4,368 | $6,599-33.8% | $5,377-18.8% | $11,403-61.7% |