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 | $491,642 | $217,402+126.1% | $185,823+164.6% | $167,490+193.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.03% | 148.36%-130.3pp | 122.05%-104.0pp | 478.56%-460.5pp |
| Employer contribution / active EE | $8,828 | $5,873+50.3% | $5,167+70.9% | $4,837+82.5% |
| Participant deferral / active EE | $7,656 | $6,356+20.4% | $5,568+37.5% | $6,341+20.7% |
| Admin fee / account holder | $10,955 | $19,811-44.7% | $16,237-32.5% | $12,309-11.0% |