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 | $575,098 | $177,572+223.9% | $154,803+271.5% | $142,382+303.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.71% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $15,120 | $4,810+214.3% | $4,305+251.2% | $4,299+251.7% |
| Participant deferral / active EE | $25,550 | $6,272+307.4% | $5,540+361.2% | $6,507+292.6% |
| Admin fee / account holder | $4,061 | $16,786-75.8% | $14,329-71.7% | $12,624-67.8% |