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 | $670,953 | $124,319+439.7% | $111,297+502.8% | $167,490+300.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 19.10% | 37.44%-18.3pp | 54.65%-35.6pp | 478.56%-459.5pp |
| Employer contribution / active EE | $3,759 | $3,435+9.4% | $2,731+37.6% | $4,837-22.3% |
| Participant deferral / active EE | $5,265 | $5,180+1.6% | $4,487+17.3% | $6,341-17.0% |
| Admin fee / account holder | $5,695 | $10,618-46.4% | $7,964-28.5% | $12,309-53.7% |