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 | $862,999 | $177,572+386.0% | $154,803+457.5% | $142,382+506.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.82% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,056 | $4,810-57.3% | $4,305-52.2% | $4,299-52.2% |
| Participant deferral / active EE | $7,515 | $6,272+19.8% | $5,540+35.6% | $6,507+15.5% |
| Admin fee / account holder | $14,375 | $16,786-14.4% | $14,329+0.3% | $12,624+13.9% |