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 | $358,923 | $202,432+77.3% | $169,368+111.9% | $139,434+157.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.35% | 531.74%-514.4pp | 405.60%-388.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $13,733 | $4,692+192.7% | $4,013+242.2% | $4,751+189.1% |
| Participant deferral / active EE | $18,506 | $6,938+166.7% | $6,221+197.5% | $6,710+175.8% |
| Admin fee / account holder | $53,064 | $10,708+395.5% | $9,003+489.4% | $11,403+365.4% |