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 | $774,308 | $159,602+385.1% | $150,045+416.0% | $142,382+443.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.79% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $7,360 | $4,961+48.4% | $4,693+56.8% | $4,299+71.2% |
| Participant deferral / active EE | $7,124 | $8,310-14.3% | $7,997-10.9% | $6,507+9.5% |
| Admin fee / account holder | $17,699 | $14,846+19.2% | $13,435+31.7% | $12,624+40.2% |