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 | $520,663 | $159,901+225.6% | $146,958+254.3% | $145,922+256.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.79% | 98.13%-78.3pp | 418.34%-398.5pp | 561.29%-541.5pp |
| Employer contribution / active EE | $20,376 | $5,286+285.5% | $4,933+313.1% | $4,660+337.3% |
| Participant deferral / active EE | $25,143 | $8,428+198.3% | $8,070+211.6% | $6,688+276.0% |
| Admin fee / account holder | $1,475 | $15,044-90.2% | $12,998-88.6% | $13,397-89.0% |