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 | $935,366 | $177,572+426.8% | $154,803+504.2% | $142,382+556.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 31.27% | 65.07%-33.8pp | 58.88%-27.6pp | 217.08%-185.8pp |
| Employer contribution / active EE | $12,344 | $4,810+156.6% | $4,305+186.7% | $4,299+187.1% |
| Participant deferral / active EE | $7,654 | $6,272+22.0% | $5,540+38.1% | $6,507+17.6% |
| Admin fee / account holder | $16,111 | $16,786-4.0% | $14,329+12.4% | $12,624+27.6% |