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 | $509,072 | $177,572+186.7% | $154,803+228.9% | $142,382+257.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.12% | 65.07%-48.9pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $31,822 | $4,810+561.5% | $4,305+639.1% | $4,299+640.2% |
| Participant deferral / active EE | $17,669 | $6,272+181.7% | $5,540+218.9% | $6,507+171.5% |
| Admin fee / account holder | $184,086 | $16,786+996.7% | $14,329+1184.7% | $12,624+1358.3% |