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 | $917,348 | $159,901+473.7% | $146,958+524.2% | $145,922+528.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 21.55% | 98.13%-76.6pp | 418.34%-396.8pp | 561.29%-539.7pp |
| Employer contribution / active EE | $13,125 | $5,286+148.3% | $4,933+166.1% | $4,660+181.7% |
| Participant deferral / active EE | $18,142 | $8,428+115.3% | $8,070+124.8% | $6,688+171.3% |
| Admin fee / account holder | $43,040 | $15,044+186.1% | $12,998+231.1% | $13,397+221.3% |