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 | $793,911 | $159,602+397.4% | $150,045+429.1% | $142,382+457.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.77% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $17,776 | $4,961+258.3% | $4,693+278.8% | $4,299+313.5% |
| Participant deferral / active EE | $15,406 | $8,310+85.4% | $7,997+92.6% | $6,507+136.8% |
| Admin fee / account holder | $1,666 | $14,846-88.8% | $13,435-87.6% | $12,624-86.8% |