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 | $689,870 | $177,572+288.5% | $154,803+345.6% | $142,382+384.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.27% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $25,357 | $4,810+427.1% | $4,305+489.0% | $4,299+489.8% |
| Participant deferral / active EE | $18,217 | $6,272+190.5% | $5,540+228.8% | $6,507+179.9% |
| Admin fee / account holder | $3,809 | $16,786-77.3% | $14,329-73.4% | $12,624-69.8% |