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 | $704,418 | $179,726+291.9% | $156,263+350.8% | $142,382+394.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.26% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $12,962 | $5,069+155.7% | $4,333+199.1% | $4,299+201.5% |
| Participant deferral / active EE | $17,364 | $6,956+149.6% | $6,158+182.0% | $6,507+166.8% |
| Admin fee / account holder | $157,400 | $17,272+811.3% | $14,255+1004.2% | $12,624+1146.9% |