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 | $673,013 | $185,822+262.2% | $169,993+295.9% | $139,434+382.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.92% | 60.50%-44.6pp | 53.37%-37.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $7,857 | $7,590+3.5% | $6,785+15.8% | $4,751+65.4% |
| Participant deferral / active EE | $7,879 | $11,622-32.2% | $10,408-24.3% | $6,710+17.4% |
| Admin fee / account holder | $32,500 | $15,381+111.3% | $12,815+153.6% | $11,403+185.0% |