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 | $928,102 | $159,602+481.5% | $150,045+518.5% | $142,382+551.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 58.90% | 70.24%-11.3pp | 62.55%-3.6pp | 217.08%-158.2pp |
| Employer contribution / active EE | $9,778 | $4,961+97.1% | $4,693+108.3% | $4,299+127.4% |
| Participant deferral / active EE | $8,882 | $8,310+6.9% | $7,997+11.1% | $6,507+36.5% |
| Admin fee / account holder | $39,273 | $14,846+164.5% | $13,435+192.3% | $12,624+211.1% |