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 | $568,208 | $159,901+255.4% | $146,958+286.6% | $145,922+289.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.97% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $7,243 | $5,286+37.0% | $4,933+46.8% | $4,660+55.4% |
| Participant deferral / active EE | $6,901 | $8,428-18.1% | $8,070-14.5% | $6,688+3.2% |
| Admin fee / account holder | $13,559 | $15,044-9.9% | $12,998+4.3% | $13,397+1.2% |