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 5-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 | $703,653 | $159,602+340.9% | $150,045+369.0% | $142,382+394.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.27% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $8,993 | $4,961+81.3% | $4,693+91.6% | $4,299+109.2% |
| Participant deferral / active EE | $16,527 | $8,310+98.9% | $7,997+106.7% | $6,507+154.0% |
| Admin fee / account holder | $55,095 | $14,846+271.1% | $13,435+310.1% | $12,624+336.4% |