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 | $627,272 | $159,602+293.0% | $150,045+318.1% | $142,382+340.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.38% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,566 | $4,961-28.1% | $4,693-24.0% | $4,299-17.1% |
| Participant deferral / active EE | $15,167 | $8,310+82.5% | $7,997+89.7% | $6,507+133.1% |
| Admin fee / account holder | $164,520 | $14,846+1008.1% | $13,435+1124.6% | $12,624+1203.3% |