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 | $519,928 | $209,411+148.3% | $178,490+191.3% | $158,922+227.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.71% | 188.75%-177.0pp | 151.07%-139.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $19,610 | $5,706+243.6% | $5,011+291.4% | $4,761+311.9% |
| Participant deferral / active EE | $7,810 | $5,954+31.2% | $5,202+50.2% | $5,982+30.6% |
| Admin fee / account holder | $17,269 | $17,074+1.1% | $13,984+23.5% | $11,246+53.6% |