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 | $854,086 | $159,901+434.1% | $146,958+481.2% | $145,922+485.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 11.77% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $14,398 | $5,286+172.4% | $4,933+191.9% | $4,660+209.0% |
| Participant deferral / active EE | $11,887 | $8,428+41.0% | $8,070+47.3% | $6,688+77.7% |
| Admin fee / account holder | $17,672 | $15,044+17.5% | $12,998+36.0% | $13,397+31.9% |