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 | $489,503 | $177,572+175.7% | $154,803+216.2% | $142,382+243.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.44% | 65.07%-42.6pp | 58.88%-36.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $9,703 | $4,810+101.7% | $4,305+125.4% | $4,299+125.7% |
| Participant deferral / active EE | $23,029 | $6,272+267.2% | $5,540+315.6% | $6,507+253.9% |
| Admin fee / account holder | $12,883 | $16,786-23.3% | $14,329-10.1% | $12,624+2.1% |