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 | $577,480 | $159,602+261.8% | $150,045+284.9% | $142,382+305.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.12% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,781 | $4,961-23.8% | $4,693-19.4% | $4,299-12.1% |
| Participant deferral / active EE | $14,954 | $8,310+80.0% | $7,997+87.0% | $6,507+129.8% |
| Admin fee / account holder | $12,481 | $14,846-15.9% | $13,435-7.1% | $12,624-1.1% |