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 | $687,143 | $214,378+220.5% | $200,582+242.6% | $142,382+382.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.03% | 46.41%-22.4pp | 42.33%-18.3pp | 217.08%-193.0pp |
| Employer contribution / active EE | $11,823 | $6,841+72.8% | $6,419+84.2% | $4,299+175.0% |
| Participant deferral / active EE | $33,225 | $9,865+236.8% | $9,331+256.1% | $6,507+410.6% |
| Admin fee / account holder | $4,543 | $17,692-74.3% | $16,305-72.1% | $12,624-64.0% |