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 | $541,162 | $159,901+238.4% | $146,958+268.2% | $145,922+270.9% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 16.50% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $11,765 | $5,286+122.6% | $4,933+138.5% | $4,660+152.5% |
| Participant deferral / active EE | $7,650 | $8,428-9.2% | $8,070-5.2% | $6,688+14.4% |
| Admin fee / account holder | $60,908 | $15,044+304.9% | $12,998+368.6% | $13,397+354.6% |