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 | $992,840 | $159,901+520.9% | $146,958+575.6% | $145,922+580.4% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 27.94% | 98.13%-70.2pp | 418.34%-390.4pp | 561.29%-533.3pp |
| Employer contribution / active EE | $13,632 | $5,286+157.9% | $4,933+176.3% | $4,660+192.6% |
| Participant deferral / active EE | $12,520 | $8,428+48.5% | $8,070+55.1% | $6,688+87.2% |
| Admin fee / account holder | $84,297 | $15,044+460.3% | $12,998+548.5% | $13,397+529.2% |