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 | $730,596 | $209,411+248.9% | $178,490+309.3% | $158,922+359.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.54% | 188.75%-175.2pp | 151.07%-137.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $11,875 | $5,706+108.1% | $5,011+137.0% | $4,761+149.4% |
| Participant deferral / active EE | $26,000 | $5,954+336.7% | $5,202+399.8% | $5,982+334.6% |
| Admin fee / account holder | $6,700 | $17,074-60.8% | $13,984-52.1% | $11,246-40.4% |