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 | $617,156 | $183,519+236.3% | $155,509+296.9% | $145,922+322.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.39% | 61.17%-39.8pp | 64.67%-43.3pp | 561.29%-539.9pp |
| Employer contribution / active EE | $8,181 | $5,313+54.0% | $4,672+75.1% | $4,660+75.6% |
| Participant deferral / active EE | $6,199 | $6,462-4.1% | $5,626+10.2% | $6,688-7.3% |
| Admin fee / account holder | $3,890 | $19,313-79.9% | $15,912-75.6% | $13,397-71.0% |