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 | $818,705 | $159,602+413.0% | $150,045+445.6% | $142,382+475.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.27% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $13,335 | $4,961+168.8% | $4,693+184.1% | $4,299+210.2% |
| Participant deferral / active EE | $9,748 | $8,310+17.3% | $7,997+21.9% | $6,507+49.8% |
| Admin fee / account holder | $61,841 | $14,846+316.5% | $13,435+360.3% | $12,624+389.9% |