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 | $853,065 | $159,901+433.5% | $146,958+480.5% | $145,922+484.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.07% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $8,963 | $5,286+69.6% | $4,933+81.7% | $4,660+92.3% |
| Participant deferral / active EE | $16,672 | $8,428+97.8% | $8,070+106.6% | $6,688+149.3% |
| Admin fee / account holder | $3,780 | $15,044-74.9% | $12,998-70.9% | $13,397-71.8% |