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 | $485,841 | $183,963+164.1% | $162,163+199.6% | $152,861+217.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.87% | 150.76%-124.9pp | 115.59%-89.7pp | 345.32%-319.4pp |
| Employer contribution / active EE | $10,700 | $6,371+68.0% | $5,614+90.6% | $4,762+124.7% |
| Participant deferral / active EE | $14,391 | $8,034+79.1% | $7,298+97.2% | $5,850+146.0% |
| Admin fee / account holder | $2,833 | $13,121-78.4% | $10,843-73.9% | $11,596-75.6% |