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 | $702,237 | $183,963+281.7% | $162,163+333.0% | $152,861+359.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 46.56% | 150.76%-104.2pp | 115.59%-69.0pp | 345.32%-298.8pp |
| Employer contribution / active EE | $22,310 | $6,371+250.2% | $5,614+297.4% | $4,762+368.5% |
| Participant deferral / active EE | $10,800 | $8,034+34.4% | $7,298+48.0% | $5,850+84.6% |
| Admin fee / account holder | $12,427 | $13,121-5.3% | $10,843+14.6% | $11,596+7.2% |