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 | $869,978 | $159,602+445.1% | $150,045+479.8% | $142,382+511.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.53% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,668 | $4,961-26.1% | $4,693-21.8% | $4,299-14.7% |
| Participant deferral / active EE | $3,644 | $8,310-56.1% | $7,997-54.4% | $6,507-44.0% |
| Admin fee / account holder | $19,783 | $14,846+33.3% | $13,435+47.3% | $12,624+56.7% |