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 | $940,043 | $177,572+429.4% | $154,803+507.3% | $142,382+560.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.22% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $12,195 | $4,810+153.5% | $4,305+183.2% | $4,299+183.7% |
| Participant deferral / active EE | $14,108 | $6,272+125.0% | $5,540+154.6% | $6,507+116.8% |
| Admin fee / account holder | $5,373 | $16,786-68.0% | $14,329-62.5% | $12,624-57.4% |