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 | $751,111 | $177,572+323.0% | $154,803+385.2% | $142,382+427.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.48% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $46,209 | $4,810+860.6% | $4,305+973.3% | $4,299+974.8% |
| Participant deferral / active EE | $26,792 | $6,272+327.2% | $5,540+383.6% | $6,507+311.7% |
| Admin fee / account holder | $3,889 | $16,786-76.8% | $14,329-72.9% | $12,624-69.2% |