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 | $504,077 | $177,572+183.9% | $154,803+225.6% | $142,382+254.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.66% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $14,976 | $4,810+211.3% | $4,305+247.8% | $4,299+248.4% |
| Participant deferral / active EE | $12,511 | $6,272+99.5% | $5,540+125.8% | $6,507+92.3% |
| Admin fee / account holder | $18,079 | $16,786+7.7% | $14,329+26.2% | $12,624+43.2% |