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 | $494,869 | $210,648+134.9% | $177,989+178.0% | $145,922+239.1% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 8.82% | 385.86%-377.0pp | 294.48%-285.7pp | 561.29%-552.5pp |
| Employer contribution / active EE | $17,200 | $4,565+276.8% | $3,949+335.6% | $4,660+269.1% |
| Participant deferral / active EE | $10,525 | $6,958+51.3% | $6,276+67.7% | $6,688+57.4% |
| Admin fee / account holder | $35,051 | $12,013+191.8% | $10,363+238.2% | $13,397+161.6% |