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 | $925,743 | $217,402+325.8% | $185,823+398.2% | $167,490+452.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 82.98% | 148.36%-65.4pp | 122.05%-39.1pp | 478.56%-395.6pp |
| Employer contribution / active EE | $13,124 | $5,873+123.5% | $5,167+154.0% | $4,837+171.3% |
| Participant deferral / active EE | $10,735 | $6,356+68.9% | $5,568+92.8% | $6,341+69.3% |
| Admin fee / account holder | $5,667 | $19,811-71.4% | $16,237-65.1% | $12,309-54.0% |