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 | $688,413 | $209,411+228.7% | $178,490+285.7% | $158,922+333.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 43.69% | 188.75%-145.1pp | 151.07%-107.4pp | 302.83%-259.1pp |
| Employer contribution / active EE | $12,386 | $5,706+117.1% | $5,011+147.2% | $4,761+160.1% |
| Participant deferral / active EE | $16,790 | $5,954+182.0% | $5,202+222.8% | $5,982+180.7% |
| Admin fee / account holder | $60,941 | $17,074+256.9% | $13,984+335.8% | $11,246+441.9% |