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 | $437,553 | $183,963+137.8% | $162,163+169.8% | $152,861+186.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.68% | 150.76%-132.1pp | 115.59%-96.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $12,938 | $6,371+103.1% | $5,614+130.5% | $4,762+171.7% |
| Participant deferral / active EE | $5,176 | $8,034-35.6% | $7,298-29.1% | $5,850-11.5% |
| Admin fee / account holder | $27,049 | $13,121+106.1% | $10,843+149.5% | $11,596+133.3% |