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 | $862,893 | $177,572+385.9% | $154,803+457.4% | $142,382+506.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.46% | 65.07%-37.6pp | 58.88%-31.4pp | 217.08%-189.6pp |
| Employer contribution / active EE | $11,160 | $4,810+132.0% | $4,305+159.2% | $4,299+159.6% |
| Participant deferral / active EE | $31,000 | $6,272+394.3% | $5,540+459.5% | $6,507+376.4% |
| Admin fee / account holder | $21,504 | $16,786+28.1% | $14,329+50.1% | $12,624+70.3% |