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 | $540,733 | $159,602+238.8% | $150,045+260.4% | $142,382+279.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.55% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $8,003 | $4,961+61.3% | $4,693+70.5% | $4,299+86.2% |
| Participant deferral / active EE | $23,734 | $8,310+185.6% | $7,997+196.8% | $6,507+264.7% |
| Admin fee / account holder | $2,308 | $14,846-84.5% | $13,435-82.8% | $12,624-81.7% |