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 | $700,523 | $177,572+294.5% | $154,803+352.5% | $142,382+392.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.01% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $17,975 | $4,810+273.7% | $4,305+317.5% | $4,299+318.1% |
| Participant deferral / active EE | $12,695 | $6,272+102.4% | $5,540+129.1% | $6,507+95.1% |
| Admin fee / account holder | $7,849 | $16,786-53.2% | $14,329-45.2% | $12,624-37.8% |