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 | $758,116 | $159,602+375.0% | $150,045+405.3% | $142,382+432.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.03% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $15,373 | $4,961+209.9% | $4,693+227.6% | $4,299+257.6% |
| Participant deferral / active EE | $18,865 | $8,310+127.0% | $7,997+135.9% | $6,507+189.9% |
| Admin fee / account holder | $5,399 | $14,846-63.6% | $13,435-59.8% | $12,624-57.2% |