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 | $391,853 | $197,591+98.3% | $177,821+120.4% | $158,922+146.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 71.64% | 58.76%+12.9pp | 48.32%+23.3pp | 302.83%-231.2pp |
| Employer contribution / active EE | $13,220 | $6,697+97.4% | $5,918+123.4% | $4,761+177.7% |
| Participant deferral / active EE | $10,326 | $8,405+22.9% | $7,714+33.9% | $5,982+72.6% |
| Admin fee / account holder | $85,049 | $15,399+452.3% | $12,427+584.4% | $11,246+656.3% |