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 | $935,444 | $159,602+486.1% | $150,045+523.4% | $142,382+557.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.64% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $6,730 | $4,961+35.7% | $4,693+43.4% | $4,299+56.5% |
| Participant deferral / active EE | $30,000 | $8,310+261.0% | $7,997+275.1% | $6,507+361.0% |
| Admin fee / account holder | $5,495 | $14,846-63.0% | $13,435-59.1% | $12,624-56.5% |