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 | $724,332 | $159,602+353.8% | $150,045+382.7% | $142,382+408.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.54% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $6,777 | $4,961+36.6% | $4,693+44.4% | $4,299+57.6% |
| Participant deferral / active EE | $19,970 | $8,310+140.3% | $7,997+149.7% | $6,507+206.9% |
| Admin fee / account holder | $132,582 | $14,846+793.0% | $13,435+886.9% | $12,624+950.3% |