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 | $575,165 | $148,534+287.2% | $135,903+323.2% | $139,434+312.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.58% | 79.19%-56.6pp | 68.23%-45.6pp | 372.94%-350.4pp |
| Employer contribution / active EE | $8,433 | $5,243+60.8% | $4,856+73.6% | $4,751+77.5% |
| Participant deferral / active EE | $14,142 | $8,100+74.6% | $7,758+82.3% | $6,710+110.7% |
| Admin fee / account holder | $35,648 | $12,400+187.5% | $10,762+231.2% | $11,403+212.6% |