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 | $441,886 | $183,963+140.2% | $162,163+172.5% | $152,861+189.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.44% | 150.76%-133.3pp | 115.59%-98.2pp | 345.32%-327.9pp |
| Employer contribution / active EE | $5,921 | $6,371-7.1% | $5,614+5.5% | $4,762+24.3% |
| Participant deferral / active EE | $16,185 | $8,034+101.5% | $7,298+121.8% | $5,850+176.7% |
| Admin fee / account holder | $132,747 | $13,121+911.7% | $10,843+1124.3% | $11,596+1044.7% |