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 | $479,891 | $171,865+179.2% | $149,718+220.5% | $147,584+225.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.49% | 2113.22%-2088.7pp | 1501.63%-1477.1pp | 578.55%-554.1pp |
| Employer contribution / active EE | $3,293 | $6,275-47.5% | $5,445-39.5% | $4,876-32.5% |
| Participant deferral / active EE | $7,579 | $7,271+4.2% | $6,569+15.4% | $5,439+39.4% |
| Admin fee / account holder | $12,627 | $13,799-8.5% | $11,283+11.9% | $10,885+16.0% |