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 | $549,618 | $159,602+244.4% | $150,045+266.3% | $142,382+286.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.28% | 70.24%-45.0pp | 62.55%-37.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $12,524 | $4,961+152.5% | $4,693+166.9% | $4,299+191.3% |
| Participant deferral / active EE | $10,986 | $8,310+32.2% | $7,997+37.4% | $6,507+68.8% |
| Admin fee / account holder | $6,391 | $14,846-57.0% | $13,435-52.4% | $12,624-49.4% |