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 | $893,963 | $209,411+326.9% | $178,490+400.8% | $158,922+462.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.55% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $21,263 | $5,706+272.6% | $5,011+324.4% | $4,761+346.6% |
| Participant deferral / active EE | $2,887 | $5,954-51.5% | $5,202-44.5% | $5,982-51.7% |
| Admin fee / account holder | $7,753 | $17,074-54.6% | $13,984-44.6% | $11,246-31.1% |