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 | $425,945 | $197,591+115.6% | $177,821+139.5% | $158,922+168.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.67% | 58.76%-42.1pp | 48.32%-31.6pp | 302.83%-286.2pp |
| Employer contribution / active EE | $19,512 | $6,697+191.3% | $5,918+229.7% | $4,761+309.8% |
| Participant deferral / active EE | $17,170 | $8,405+104.3% | $7,714+122.6% | $5,982+187.0% |
| Admin fee / account holder | $1,810 | $15,399-88.2% | $12,427-85.4% | $11,246-83.9% |