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 | $599,788 | $159,901+275.1% | $146,958+308.1% | $145,922+311.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 24.23% | 98.13%-73.9pp | 418.34%-394.1pp | 561.29%-537.1pp |
| Employer contribution / active EE | $5,170 | $5,286-2.2% | $4,933+4.8% | $4,660+11.0% |
| Participant deferral / active EE | $14,967 | $8,428+77.6% | $8,070+85.5% | $6,688+123.8% |
| Admin fee / account holder | $1,977 | $15,044-86.9% | $12,998-84.8% | $13,397-85.2% |