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 | $530,390 | $177,572+198.7% | $154,803+242.6% | $142,382+272.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.12% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $6,728 | $4,810+39.9% | $4,305+56.3% | $4,299+56.5% |
| Participant deferral / active EE | $10,749 | $6,272+71.4% | $5,540+94.0% | $6,507+65.2% |
| Admin fee / account holder | $3,896 | $16,786-76.8% | $14,329-72.8% | $12,624-69.1% |