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 | $475,589 | $159,901+197.4% | $146,958+223.6% | $145,922+225.9% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 10.63% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $16,908 | $5,286+219.9% | $4,933+242.8% | $4,660+262.9% |
| Participant deferral / active EE | $13,650 | $8,428+62.0% | $8,070+69.1% | $6,688+104.1% |
| Admin fee / account holder | $55,399 | $15,044+268.3% | $12,998+326.2% | $13,397+313.5% |