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 | $836,321 | $114,381+631.2% | $107,525+677.8% | $142,382+487.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.94% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $28,300 | $4,015+604.9% | $3,754+654.0% | $4,299+558.3% |
| Participant deferral / active EE | $22,733 | $5,564+308.6% | $5,116+344.4% | $6,507+249.4% |
| Admin fee / account holder | $1,623 | $9,860-83.5% | $8,919-81.8% | $12,624-87.1% |