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 | $871,076 | $183,519+374.7% | $155,509+460.1% | $145,922+496.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,876 | $5,313-64.7% | $4,672-59.8% | $4,660-59.7% |
| Participant deferral / active EE | $17,684 | $6,462+173.6% | $5,626+214.3% | $6,688+164.4% |
| Admin fee / account holder | $1,571 | $19,313-91.9% | $15,912-90.1% | $13,397-88.3% |