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 | $533,260 | $159,901+233.5% | $146,958+262.9% | $145,922+265.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.79% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $12,254 | $5,286+131.8% | $4,933+148.4% | $4,660+163.0% |
| Participant deferral / active EE | $14,154 | $8,428+67.9% | $8,070+75.4% | $6,688+111.6% |
| Admin fee / account holder | $32,931 | $15,044+118.9% | $12,998+153.4% | $13,397+145.8% |