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 | $530,870 | $159,901+232.0% | $146,958+261.2% | $145,922+263.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.26% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $6,371 | $5,286+20.5% | $4,933+29.1% | $4,660+36.7% |
| Participant deferral / active EE | $11,030 | $8,428+30.9% | $8,070+36.7% | $6,688+64.9% |
| Admin fee / account holder | $29,899 | $15,044+98.7% | $12,998+130.0% | $13,397+123.2% |