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 | $980,292 | $175,202+459.5% | $149,673+555.0% | $139,434+603.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.00% | 166.71%-142.7pp | 134.42%-110.4pp | 372.94%-348.9pp |
| Employer contribution / active EE | $2,926 | $5,474-46.5% | $4,818-39.3% | $4,751-38.4% |
| Participant deferral / active EE | $7,107 | $6,519+9.0% | $5,680+25.1% | $6,710+5.9% |
| Admin fee / account holder | $29,503 | $16,150+82.7% | $13,210+123.3% | $11,403+158.7% |