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 | $727,462 | $159,602+355.8% | $150,045+384.8% | $142,382+410.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.70% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $11,097 | $4,961+123.7% | $4,693+136.5% | $4,299+158.1% |
| Participant deferral / active EE | $16,420 | $8,310+97.6% | $7,997+105.3% | $6,507+152.3% |
| Admin fee / account holder | $8,658 | $14,846-41.7% | $13,435-35.6% | $12,624-31.4% |