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 | $622,791 | $177,572+250.7% | $154,803+302.3% | $142,382+337.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.03% | 65.07%-49.0pp | 58.88%-42.9pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,055 | $4,810-57.3% | $4,305-52.3% | $4,299-52.2% |
| Participant deferral / active EE | $4,402 | $6,272-29.8% | $5,540-20.5% | $6,507-32.3% |
| Admin fee / account holder | $29,304 | $16,786+74.6% | $14,329+104.5% | $12,624+132.1% |