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 | $631,851 | $159,602+295.9% | $150,045+321.1% | $142,382+343.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.23% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $16,437 | $4,961+231.4% | $4,693+250.2% | $4,299+282.3% |
| Participant deferral / active EE | $17,067 | $8,310+105.4% | $7,997+113.4% | $6,507+162.3% |
| Admin fee / account holder | $2,473 | $14,846-83.3% | $13,435-81.6% | $12,624-80.4% |