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 | $618,563 | $198,466+211.7% | $170,442+262.9% | $147,584+319.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.77% | 257.29%-238.5pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $18,462 | $6,184+198.6% | $5,433+239.8% | $4,876+278.6% |
| Participant deferral / active EE | $16,444 | $5,629+192.1% | $4,939+232.9% | $5,439+202.4% |
| Admin fee / account holder | $3,102 | $16,852-81.6% | $13,880-77.6% | $10,885-71.5% |