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 | $679,881 | $179,726+278.3% | $156,263+335.1% | $142,382+377.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.90% | 77.86%-55.0pp | 59.47%-36.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $20,017 | $5,069+294.9% | $4,333+361.9% | $4,299+365.6% |
| Participant deferral / active EE | $27,250 | $6,956+291.7% | $6,158+342.5% | $6,507+318.8% |
| Admin fee / account holder | $5,217 | $17,272-69.8% | $14,255-63.4% | $12,624-58.7% |