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 | $482,970 | $138,065+249.8% | $123,544+290.9% | $135,375+256.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.18% | 153.68%-148.5pp | 119.20%-114.0pp | 519.73%-514.6pp |
| Employer contribution / active EE | $2,648 | $5,151-48.6% | $4,628-42.8% | $4,779-44.6% |
| Participant deferral / active EE | $2,914 | $6,799-57.1% | $6,426-54.6% | $5,609-48.0% |
| Admin fee / account holder | $38,353 | $10,916+251.4% | $9,284+313.1% | $10,827+254.2% |