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 | $497,767 | $159,901+211.3% | $146,958+238.7% | $145,922+241.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 13.37% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $22,093 | $5,286+317.9% | $4,933+347.9% | $4,660+374.1% |
| Participant deferral / active EE | $11,313 | $8,428+34.2% | $8,070+40.2% | $6,688+69.2% |
| Admin fee / account holder | $4,714 | $15,044-68.7% | $12,998-63.7% | $13,397-64.8% |