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 | $899,277 | $214,378+319.5% | $200,582+348.3% | $142,382+531.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.01% | 46.41%-34.4pp | 42.33%-30.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $6,000 | $6,841-12.3% | $6,419-6.5% | $4,299+39.6% |
| Participant deferral / active EE | $11,174 | $9,865+13.3% | $9,331+19.7% | $6,507+71.7% |
| Admin fee / account holder | $9,965 | $17,692-43.7% | $16,305-38.9% | $12,624-21.1% |