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 | $816,840 | $159,602+411.8% | $150,045+444.4% | $142,382+473.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.20% | 70.24%-55.0pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $19,495 | $4,961+293.0% | $4,693+315.4% | $4,299+353.5% |
| Participant deferral / active EE | $19,495 | $8,310+134.6% | $7,997+143.8% | $6,507+199.6% |
| Admin fee / account holder | $5,743 | $14,846-61.3% | $13,435-57.3% | $12,624-54.5% |