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 | $949,665 | $114,381+730.3% | $107,525+783.2% | $142,382+567.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.92% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $9,094 | $4,015+126.5% | $3,754+142.3% | $4,299+111.5% |
| Participant deferral / active EE | $30,184 | $5,564+442.5% | $5,116+490.0% | $6,507+363.8% |
| Admin fee / account holder | $2,456 | $9,860-75.1% | $8,919-72.5% | $12,624-80.5% |