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 | $999,697 | $177,572+463.0% | $154,803+545.8% | $142,382+602.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.71% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $6,695 | $4,810+39.2% | $4,305+55.5% | $4,299+55.7% |
| Participant deferral / active EE | $18,762 | $6,272+199.2% | $5,540+238.6% | $6,507+188.3% |
| Admin fee / account holder | $97,596 | $16,786+481.4% | $14,329+581.1% | $12,624+673.1% |