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 | $767,628 | $114,381+571.1% | $107,525+613.9% | $142,382+439.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.40% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $22,352 | $4,015+456.8% | $3,754+495.5% | $4,299+419.9% |
| Participant deferral / active EE | $19,015 | $5,564+241.7% | $5,116+271.7% | $6,507+192.2% |
| Admin fee / account holder | $2,415 | $9,860-75.5% | $8,919-72.9% | $12,624-80.9% |