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 | $673,772 | $177,572+279.4% | $154,803+335.2% | $142,382+373.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.76% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $7,076 | $4,810+47.1% | $4,305+64.4% | $4,299+64.6% |
| Participant deferral / active EE | $10,106 | $6,272+61.1% | $5,540+82.4% | $6,507+55.3% |
| Admin fee / account holder | $1,110 | $16,786-93.4% | $14,329-92.3% | $12,624-91.2% |