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 | $784,230 | $177,572+341.6% | $154,803+406.6% | $142,382+450.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.75% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $12,943 | $4,810+169.1% | $4,305+200.6% | $4,299+201.1% |
| Participant deferral / active EE | $16,236 | $6,272+158.9% | $5,540+193.0% | $6,507+149.5% |
| Admin fee / account holder | $4,375 | $16,786-73.9% | $14,329-69.5% | $12,624-65.3% |