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 | $775,375 | $159,602+385.8% | $150,045+416.8% | $142,382+444.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.72% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $7,771 | $4,961+56.7% | $4,693+65.6% | $4,299+80.8% |
| Participant deferral / active EE | $16,351 | $8,310+96.8% | $7,997+104.5% | $6,507+151.3% |
| Admin fee / account holder | $1,290 | $14,846-91.3% | $13,435-90.4% | $12,624-89.8% |