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 | $873,656 | $177,572+392.0% | $154,803+464.4% | $142,382+513.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.99% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $57,222 | $4,810+1089.5% | $4,305+1229.1% | $4,299+1231.0% |
| Participant deferral / active EE | $6,216 | $6,272-0.9% | $5,540+12.2% | $6,507-4.5% |
| Admin fee / account holder | $96,526 | $16,786+475.0% | $14,329+573.6% | $12,624+664.6% |