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 | $679,825 | $183,519+270.4% | $155,509+337.2% | $145,922+365.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 38.51% | 61.17%-22.7pp | 64.67%-26.2pp | 561.29%-522.8pp |
| Employer contribution / active EE | $1,574 | $5,313-70.4% | $4,672-66.3% | $4,660-66.2% |
| Participant deferral / active EE | $10,016 | $6,462+55.0% | $5,626+78.0% | $6,688+49.8% |
| Admin fee / account holder | $14,273 | $19,313-26.1% | $15,912-10.3% | $13,397+6.5% |