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 | $696,689 | $148,534+369.0% | $135,903+412.6% | $139,434+399.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.61% | 79.19%-56.6pp | 68.23%-45.6pp | 372.94%-350.3pp |
| Employer contribution / active EE | $4,599 | $5,243-12.3% | $4,856-5.3% | $4,751-3.2% |
| Participant deferral / active EE | $19,569 | $8,100+141.6% | $7,758+152.2% | $6,710+191.6% |
| Admin fee / account holder | $829 | $12,400-93.3% | $10,762-92.3% | $11,403-92.7% |