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 | $610,508 | $159,901+281.8% | $146,958+315.4% | $145,922+318.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 40.55% | 98.13%-57.6pp | 418.34%-377.8pp | 561.29%-520.7pp |
| Employer contribution / active EE | $3,797 | $5,286-28.2% | $4,933-23.0% | $4,660-18.5% |
| Participant deferral / active EE | $9,770 | $8,428+15.9% | $8,070+21.1% | $6,688+46.1% |
| Admin fee / account holder | $657 | $15,044-95.6% | $12,998-94.9% | $13,397-95.1% |