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 | $692,764 | $214,378+223.2% | $200,582+245.4% | $142,382+386.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.83% | 46.41%-33.6pp | 42.33%-29.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $5,711 | $6,841-16.5% | $6,419-11.0% | $4,299+32.8% |
| Participant deferral / active EE | $14,105 | $9,865+43.0% | $9,331+51.2% | $6,507+116.8% |
| Admin fee / account holder | $18,860 | $17,692+6.6% | $16,305+15.7% | $12,624+49.4% |