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 | $978,890 | $159,602+513.3% | $150,045+552.4% | $142,382+587.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.31% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $6,960 | $4,961+40.3% | $4,693+48.3% | $4,299+61.9% |
| Participant deferral / active EE | $16,800 | $8,310+102.2% | $7,997+110.1% | $6,507+158.2% |
| Admin fee / account holder | $498 | $14,846-96.6% | $13,435-96.3% | $12,624-96.1% |