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 | $728,754 | $177,572+310.4% | $154,803+370.8% | $142,382+411.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.35% | 65.07%-43.7pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $10,256 | $4,810+113.2% | $4,305+138.2% | $4,299+138.6% |
| Participant deferral / active EE | $8,620 | $6,272+37.4% | $5,540+55.6% | $6,507+32.5% |
| Admin fee / account holder | $13,354 | $16,786-20.4% | $14,329-6.8% | $12,624+5.8% |