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 | $567,336 | $159,901+254.8% | $146,958+286.1% | $145,922+288.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.52% | 98.13%-79.6pp | 418.34%-399.8pp | 561.29%-542.8pp |
| Employer contribution / active EE | $5,406 | $5,286+2.3% | $4,933+9.6% | $4,660+16.0% |
| Participant deferral / active EE | $15,963 | $8,428+89.4% | $8,070+97.8% | $6,688+138.7% |
| Admin fee / account holder | $1,314 | $15,044-91.3% | $12,998-89.9% | $13,397-90.2% |