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 | $710,072 | $227,553+212.0% | $189,557+274.6% | $167,490+323.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.59% | 78.40%-62.8pp | 64.17%-48.6pp | 478.56%-463.0pp |
| Employer contribution / active EE | $8,445 | $5,316+58.8% | $4,412+91.4% | $4,837+74.6% |
| Participant deferral / active EE | $5,175 | $7,002-26.1% | $6,174-16.2% | $6,341-18.4% |
| Admin fee / account holder | $22,854 | $11,878+92.4% | $9,807+133.0% | $12,309+85.7% |