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 | $629,131 | $159,602+294.2% | $150,045+319.3% | $142,382+341.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.79% | 70.24%-55.4pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $23,775 | $4,961+379.3% | $4,693+406.6% | $4,299+453.0% |
| Participant deferral / active EE | $24,617 | $8,310+196.2% | $7,997+207.8% | $6,507+278.3% |
| Admin fee / account holder | $79,898 | $14,846+438.2% | $13,435+494.7% | $12,624+532.9% |