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 8-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 | $622,904 | $210,648+195.7% | $177,989+250.0% | $145,922+326.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.50% | 385.86%-374.4pp | 294.48%-283.0pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,236 | $4,565-51.0% | $3,949-43.4% | $4,660-52.0% |
| Participant deferral / active EE | $15,333 | $6,958+120.4% | $6,276+144.3% | $6,688+129.3% |
| Admin fee / account holder | $27,423 | $12,013+128.3% | $10,363+164.6% | $13,397+104.7% |