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 | $481,468 | $74,888+542.9% | $71,209+576.1% | $142,382+238.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.26% | 345.14%-328.9pp | 282.51%-266.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,491 | $2,854-12.7% | $2,721-8.5% | $4,299-42.1% |
| Participant deferral / active EE | $23,900 | $4,454+436.5% | $4,175+472.4% | $6,507+267.3% |
| Admin fee / account holder | $82,094 | $5,568+1374.3% | $5,349+1434.8% | $12,624+550.3% |