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 | $897,617 | $168,632+432.3% | $147,614+508.1% | $125,391+615.9% |
| Participation rate | 95.8% | 88.8%+7.1pp | 84.6%+11.2pp | 83.2%+12.6pp |
| Annual return | 17.25% | 77.65%-60.4pp | 61.98%-44.7pp | 282.22%-265.0pp |
| Employer contribution / active EE | $30,155 | $6,252+382.3% | $5,564+441.9% | $4,866+519.7% |
| Participant deferral / active EE | $19,528 | $5,507+254.6% | $4,895+298.9% | $5,352+264.9% |
| Admin fee / account holder | $14,720 | $13,580+8.4% | $11,611+26.8% | $9,540+54.3% |