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 | $646,216 | $159,901+304.1% | $146,958+339.7% | $145,922+342.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 45.56% | 98.13%-52.6pp | 418.34%-372.8pp | 561.29%-515.7pp |
| Employer contribution / active EE | $12,168 | $5,286+130.2% | $4,933+146.7% | $4,660+161.1% |
| Participant deferral / active EE | $3,939 | $8,428-53.3% | $8,070-51.2% | $6,688-41.1% |
| Admin fee / account holder | $13,272 | $15,044-11.8% | $12,998+2.1% | $13,397-0.9% |