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 | $533,365 | $159,602+234.2% | $150,045+255.5% | $142,382+274.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.47% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,872 | $4,961-42.1% | $4,693-38.8% | $4,299-33.2% |
| Participant deferral / active EE | $16,371 | $8,310+97.0% | $7,997+104.7% | $6,507+151.6% |
| Admin fee / account holder | $132,670 | $14,846+793.6% | $13,435+887.5% | $12,624+951.0% |