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 | $585,160 | $185,822+214.9% | $169,993+244.2% | $139,434+319.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.61% | 60.50%-43.9pp | 53.37%-36.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $7,989 | $7,590+5.3% | $6,785+17.7% | $4,751+68.2% |
| Participant deferral / active EE | $14,578 | $11,622+25.4% | $10,408+40.1% | $6,710+117.3% |
| Admin fee / account holder | $24,980 | $15,381+62.4% | $12,815+94.9% | $11,403+119.1% |