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 | $578,435 | $214,378+169.8% | $200,582+188.4% | $142,382+306.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.22% | 46.41%-33.2pp | 42.33%-29.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $36,475 | $6,841+433.2% | $6,419+468.3% | $4,299+748.4% |
| Participant deferral / active EE | $3,519 | $9,865-64.3% | $9,331-62.3% | $6,507-45.9% |
| Admin fee / account holder | $31,067 | $17,692+75.6% | $16,305+90.5% | $12,624+146.1% |