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 | $867,116 | $214,378+304.5% | $200,582+332.3% | $142,382+509.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.06% | 46.41%-27.4pp | 42.33%-23.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $17,276 | $6,841+152.5% | $6,419+169.2% | $4,299+301.9% |
| Participant deferral / active EE | $19,892 | $9,865+101.6% | $9,331+113.2% | $6,507+205.7% |
| Admin fee / account holder | $30,851 | $17,692+74.4% | $16,305+89.2% | $12,624+144.4% |