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 | $379,487 | $124,185+205.6% | $108,410+250.0% | $167,490+126.6% |
| Participation rate | 77.8% | 82.3%-4.5pp | 80.1%-2.4pp | 82.1%-4.3pp |
| Annual return | 13.97% | 1379.64%-1365.7pp | 905.27%-891.3pp | 478.56%-464.6pp |
| Employer contribution / active EE | $5,523 | $4,187+31.9% | $3,558+55.2% | $4,837+14.2% |
| Participant deferral / active EE | $11,566 | $6,908+67.4% | $6,563+76.2% | $6,341+82.4% |
| Admin fee / account holder | $2,929 | $9,455-69.0% | $7,295-59.9% | $12,309-76.2% |