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 | $629,246 | $177,572+254.4% | $154,803+306.5% | $142,382+341.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.34% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $7,167 | $4,810+49.0% | $4,305+66.5% | $4,299+66.7% |
| Participant deferral / active EE | $10,167 | $6,272+62.1% | $5,540+83.5% | $6,507+56.2% |
| Admin fee / account holder | $2,870 | $16,786-82.9% | $14,329-80.0% | $12,624-77.3% |