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 | $665,202 | $177,572+274.6% | $154,803+329.7% | $142,382+367.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.86% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $38,225 | $4,810+694.6% | $4,305+787.8% | $4,299+789.1% |
| Participant deferral / active EE | $23,958 | $6,272+282.0% | $5,540+332.4% | $6,507+268.2% |
| Admin fee / account holder | $83,026 | $16,786+394.6% | $14,329+479.4% | $12,624+557.7% |