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 | $497,037 | $227,553+118.4% | $189,557+162.2% | $167,490+196.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 51.32% | 78.40%-27.1pp | 64.17%-12.8pp | 478.56%-427.2pp |
| Employer contribution / active EE | $8,385 | $5,316+57.7% | $4,412+90.0% | $4,837+73.3% |
| Participant deferral / active EE | $7,824 | $7,002+11.7% | $6,174+26.7% | $6,341+23.4% |
| Admin fee / account holder | $11,714 | $11,878-1.4% | $9,807+19.4% | $12,309-4.8% |