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 | $714,292 | $159,602+347.5% | $150,045+376.1% | $142,382+401.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.10% | 70.24%-50.1pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,929 | $4,961-41.0% | $4,693-37.6% | $4,299-31.9% |
| Participant deferral / active EE | $7,712 | $8,310-7.2% | $7,997-3.6% | $6,507+18.5% |
| Admin fee / account holder | $11,428 | $14,846-23.0% | $13,435-14.9% | $12,624-9.5% |