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 | $471,967 | $217,402+117.1% | $185,823+154.0% | $167,490+181.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 37.69% | 148.36%-110.7pp | 122.05%-84.4pp | 478.56%-440.9pp |
| Employer contribution / active EE | $6,383 | $5,873+8.7% | $5,167+23.5% | $4,837+31.9% |
| Participant deferral / active EE | $6,658 | $6,356+4.7% | $5,568+19.6% | $6,341+5.0% |
| Admin fee / account holder | $45,767 | $19,811+131.0% | $16,237+181.9% | $12,309+271.8% |