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 | $516,298 | $185,822+177.8% | $169,993+203.7% | $139,434+270.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.07% | 60.50%-38.4pp | 53.37%-31.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $8,333 | $7,590+9.8% | $6,785+22.8% | $4,751+75.4% |
| Participant deferral / active EE | $5,000 | $11,622-57.0% | $10,408-52.0% | $6,710-25.5% |
| Admin fee / account holder | $4,375 | $15,381-71.6% | $12,815-65.9% | $11,403-61.6% |