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 5-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 | $811,290 | $159,602+408.3% | $150,045+440.7% | $142,382+469.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.06% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,849 | $4,961-2.3% | $4,693+3.3% | $4,299+12.8% |
| Participant deferral / active EE | $11,828 | $8,310+42.3% | $7,997+47.9% | $6,507+81.8% |
| Admin fee / account holder | $6,854 | $14,846-53.8% | $13,435-49.0% | $12,624-45.7% |