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 | $613,816 | $226,064+171.5% | $182,532+236.3% | $152,861+301.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.47% | 192.51%-173.0pp | 148.54%-129.1pp | 345.32%-325.8pp |
| Employer contribution / active EE | $7,989 | $4,978+60.5% | $4,076+96.0% | $4,762+67.8% |
| Participant deferral / active EE | $17,018 | $6,368+167.2% | $5,524+208.0% | $5,850+190.9% |
| Admin fee / account holder | $2,549 | $10,703-76.2% | $8,592-70.3% | $11,596-78.0% |