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 | $720,419 | $214,378+236.1% | $200,582+259.2% | $142,382+406.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.33% | 46.41%-30.1pp | 42.33%-26.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $10,317 | $6,841+50.8% | $6,419+60.7% | $4,299+140.0% |
| Participant deferral / active EE | $22,006 | $9,865+123.1% | $9,331+135.8% | $6,507+238.2% |
| Admin fee / account holder | $341 | $17,692-98.1% | $16,305-97.9% | $12,624-97.3% |