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 | $592,005 | $177,572+233.4% | $154,803+282.4% | $142,382+315.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.64% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $39,083 | $4,810+712.5% | $4,305+807.8% | $4,299+809.1% |
| Participant deferral / active EE | $21,843 | $6,272+248.3% | $5,540+294.2% | $6,507+235.7% |
| Admin fee / account holder | $3,319 | $16,786-80.2% | $14,329-76.8% | $12,624-73.7% |