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 | $950,234 | $214,378+343.3% | $200,582+373.7% | $142,382+567.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.58% | 46.41%-28.8pp | 42.33%-24.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $11,162 | $6,841+63.1% | $6,419+73.9% | $4,299+159.6% |
| Participant deferral / active EE | $42,537 | $9,865+331.2% | $9,331+355.9% | $6,507+553.7% |
| Admin fee / account holder | $647 | $17,692-96.3% | $16,305-96.0% | $12,624-94.9% |