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 | $583,051 | $159,901+264.6% | $146,958+296.7% | $145,922+299.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.39% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $19,159 | $5,286+262.4% | $4,933+288.4% | $4,660+311.2% |
| Participant deferral / active EE | $16,468 | $8,428+95.4% | $8,070+104.1% | $6,688+146.2% |
| Admin fee / account holder | $14,095 | $15,044-6.3% | $12,998+8.4% | $13,397+5.2% |