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 | $666,185 | $159,602+317.4% | $150,045+344.0% | $142,382+367.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.44% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $11,835 | $4,961+138.6% | $4,693+152.2% | $4,299+175.3% |
| Participant deferral / active EE | $18,061 | $8,310+117.3% | $7,997+125.8% | $6,507+177.6% |
| Admin fee / account holder | $14,374 | $14,846-3.2% | $13,435+7.0% | $12,624+13.9% |