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 | $727,997 | $177,572+310.0% | $154,803+370.3% | $142,382+411.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.08% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $22,773 | $4,810+373.4% | $4,305+428.9% | $4,299+429.7% |
| Participant deferral / active EE | $15,486 | $6,272+146.9% | $5,540+179.5% | $6,507+138.0% |
| Admin fee / account holder | $4,622 | $16,786-72.5% | $14,329-67.7% | $12,624-63.4% |