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 | $701,117 | $159,901+338.5% | $146,958+377.1% | $145,922+380.5% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 19.35% | 98.13%-78.8pp | 418.34%-399.0pp | 561.29%-541.9pp |
| Employer contribution / active EE | $12,537 | $5,286+137.2% | $4,933+154.2% | $4,660+169.1% |
| Participant deferral / active EE | $8,915 | $8,428+5.8% | $8,070+10.5% | $6,688+33.3% |
| Admin fee / account holder | $390 | $15,044-97.4% | $12,998-97.0% | $13,397-97.1% |