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 | $895,889 | $214,378+317.9% | $200,582+346.6% | $142,382+529.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.14% | 46.41%-32.3pp | 42.33%-28.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $5,377 | $6,841-21.4% | $6,419-16.2% | $4,299+25.1% |
| Participant deferral / active EE | $12,988 | $9,865+31.7% | $9,331+39.2% | $6,507+99.6% |
| Admin fee / account holder | $8,869 | $17,692-49.9% | $16,305-45.6% | $12,624-29.7% |