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 | $628,190 | $177,572+253.8% | $154,803+305.8% | $142,382+341.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.15% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $34,536 | $4,810+617.9% | $4,305+702.1% | $4,299+703.3% |
| Participant deferral / active EE | $25,068 | $6,272+299.7% | $5,540+352.5% | $6,507+285.2% |
| Admin fee / account holder | $18,142 | $16,786+8.1% | $14,329+26.6% | $12,624+43.7% |