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 5-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 | $521,343 | $185,822+180.6% | $169,993+206.7% | $139,434+273.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.01% | 60.50%-46.5pp | 53.37%-39.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $4,967 | $7,590-34.6% | $6,785-26.8% | $4,751+4.5% |
| Participant deferral / active EE | $21,500 | $11,622+85.0% | $10,408+106.6% | $6,710+220.4% |
| Admin fee / account holder | $44,990 | $15,381+192.5% | $12,815+251.1% | $11,403+294.6% |