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 | $853,379 | $159,901+433.7% | $146,958+480.7% | $145,922+484.8% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 10.08% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $18,383 | $5,286+247.8% | $4,933+272.7% | $4,660+294.5% |
| Participant deferral / active EE | $23,926 | $8,428+183.9% | $8,070+196.5% | $6,688+257.8% |
| Admin fee / account holder | $15,588 | $15,044+3.6% | $12,998+19.9% | $13,397+16.4% |