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 | $737,781 | $159,602+362.3% | $150,045+391.7% | $142,382+418.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.46% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $14,167 | $4,961+185.6% | $4,693+201.9% | $4,299+229.5% |
| Participant deferral / active EE | $22,500 | $8,310+170.8% | $7,997+181.4% | $6,507+245.8% |
| Admin fee / account holder | $5,063 | $14,846-65.9% | $13,435-62.3% | $12,624-59.9% |