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 | $735,341 | $159,901+359.9% | $146,958+400.4% | $145,922+403.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.42% | 98.13%-78.7pp | 418.34%-398.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $4,784 | $5,286-9.5% | $4,933-3.0% | $4,660+2.7% |
| Participant deferral / active EE | $8,075 | $8,428-4.2% | $8,070+0.1% | $6,688+20.7% |
| Admin fee / account holder | $17,208 | $15,044+14.4% | $12,998+32.4% | $13,397+28.4% |