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 | $522,078 | $177,572+194.0% | $154,803+237.3% | $142,382+266.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.93% | 65.07%-45.1pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $9,504 | $4,810+97.6% | $4,305+120.7% | $4,299+121.1% |
| Participant deferral / active EE | $8,208 | $6,272+30.9% | $5,540+48.2% | $6,507+26.1% |
| Admin fee / account holder | $17,156 | $16,786+2.2% | $14,329+19.7% | $12,624+35.9% |