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 | $474,441 | $175,202+170.8% | $149,673+217.0% | $139,434+240.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.91% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $12,614 | $5,474+130.4% | $4,818+161.8% | $4,751+165.5% |
| Participant deferral / active EE | $7,551 | $6,519+15.8% | $5,680+32.9% | $6,710+12.5% |
| Admin fee / account holder | $17,410 | $16,150+7.8% | $13,210+31.8% | $11,403+52.7% |