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 | $658,340 | $159,602+312.5% | $150,045+338.8% | $142,382+362.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.76% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,442 | $4,961-10.5% | $4,693-5.4% | $4,299+3.3% |
| Participant deferral / active EE | $6,847 | $8,310-17.6% | $7,997-14.4% | $6,507+5.2% |
| Admin fee / account holder | $2,476 | $14,846-83.3% | $13,435-81.6% | $12,624-80.4% |