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 | $502,117 | $177,572+182.8% | $154,803+224.4% | $142,382+252.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.30% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $15,345 | $4,810+219.0% | $4,305+256.4% | $4,299+256.9% |
| Participant deferral / active EE | $7,654 | $6,272+22.0% | $5,540+38.2% | $6,507+17.6% |
| Admin fee / account holder | $8,130 | $16,786-51.6% | $14,329-43.3% | $12,624-35.6% |