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 | $564,093 | $179,726+213.9% | $156,263+261.0% | $142,382+296.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.16% | 77.86%-64.7pp | 59.47%-46.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $7,875 | $5,069+55.4% | $4,333+81.7% | $4,299+83.2% |
| Participant deferral / active EE | $23,500 | $6,956+237.8% | $6,158+281.6% | $6,507+261.1% |
| Admin fee / account holder | $10,881 | $17,272-37.0% | $14,255-23.7% | $12,624-13.8% |