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 8-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 | $659,978 | $159,602+313.5% | $150,045+339.9% | $142,382+363.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.95% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $5,160 | $4,961+4.0% | $4,693+9.9% | $4,299+20.0% |
| Participant deferral / active EE | $23,510 | $8,310+182.9% | $7,997+194.0% | $6,507+261.3% |
| Admin fee / account holder | $6,116 | $14,846-58.8% | $13,435-54.5% | $12,624-51.6% |