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 | $915,765 | $159,602+473.8% | $150,045+510.3% | $142,382+543.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.31% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $18,634 | $4,961+275.6% | $4,693+297.0% | $4,299+333.4% |
| Participant deferral / active EE | $16,899 | $8,310+103.4% | $7,997+111.3% | $6,507+159.7% |
| Admin fee / account holder | $32,548 | $14,846+119.2% | $13,435+142.3% | $12,624+157.8% |