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 | $965,511 | $175,202+451.1% | $149,673+545.1% | $139,434+592.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 19.61% | 166.71%-147.1pp | 134.42%-114.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $15,400 | $5,474+181.3% | $4,818+219.7% | $4,751+224.2% |
| Participant deferral / active EE | $20,833 | $6,519+219.6% | $5,680+266.8% | $6,710+210.5% |
| Admin fee / account holder | $5,915 | $16,150-63.4% | $13,210-55.2% | $11,403-48.1% |