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 | $820,795 | $197,591+315.4% | $177,821+361.6% | $158,922+416.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.13% | 58.76%-44.6pp | 48.32%-34.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $32,716 | $6,697+388.5% | $5,918+452.8% | $4,761+587.1% |
| Participant deferral / active EE | $18,602 | $8,405+121.3% | $7,714+141.2% | $5,982+211.0% |
| Admin fee / account holder | $7,261 | $15,399-52.8% | $12,427-41.6% | $11,246-35.4% |