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 | $578,228 | $177,572+225.6% | $154,803+273.5% | $142,382+306.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.19% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $31,422 | $4,810+553.2% | $4,305+629.8% | $4,299+630.9% |
| Participant deferral / active EE | $26,652 | $6,272+325.0% | $5,540+381.0% | $6,507+309.6% |
| Admin fee / account holder | $164,758 | $16,786+881.5% | $14,329+1049.8% | $12,624+1205.1% |