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 | $712,057 | $177,572+301.0% | $154,803+360.0% | $142,382+400.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.35% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $12,019 | $4,810+149.8% | $4,305+179.2% | $4,299+179.6% |
| Participant deferral / active EE | $3,770 | $6,272-39.9% | $5,540-32.0% | $6,507-42.1% |
| Admin fee / account holder | $25,562 | $16,786+52.3% | $14,329+78.4% | $12,624+102.5% |