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 | $682,690 | $159,602+327.7% | $150,045+355.0% | $142,382+379.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.14% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $16,103 | $4,961+224.6% | $4,693+243.1% | $4,299+274.6% |
| Participant deferral / active EE | $17,945 | $8,310+115.9% | $7,997+124.4% | $6,507+175.8% |
| Admin fee / account holder | $2,474 | $14,846-83.3% | $13,435-81.6% | $12,624-80.4% |