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 | $466,655 | $159,901+191.8% | $146,958+217.5% | $145,922+219.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.34% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,743 | $5,286-29.2% | $4,933-24.1% | $4,660-19.7% |
| Participant deferral / active EE | $12,884 | $8,428+52.9% | $8,070+59.7% | $6,688+92.6% |
| Admin fee / account holder | $11,545 | $15,044-23.3% | $12,998-11.2% | $13,397-13.8% |