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 | $719,056 | $197,591+263.9% | $177,821+304.4% | $158,922+352.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.33% | 58.76%-34.4pp | 48.32%-24.0pp | 302.83%-278.5pp |
| Employer contribution / active EE | $37,853 | $6,697+465.2% | $5,918+539.6% | $4,761+695.0% |
| Participant deferral / active EE | $4,640 | $8,405-44.8% | $7,714-39.8% | $5,982-22.4% |
| Admin fee / account holder | $6,314 | $15,399-59.0% | $12,427-49.2% | $11,246-43.9% |