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 7-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 | $609,847 | $165,335+268.9% | $149,696+307.4% | $158,922+283.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.35% | 348.15%-335.8pp | 276.60%-264.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $21,959 | $5,103+330.3% | $4,644+372.8% | $4,761+361.2% |
| Participant deferral / active EE | $21,000 | $7,181+192.4% | $6,842+206.9% | $5,982+251.0% |
| Admin fee / account holder | $5,827 | $10,807-46.1% | $9,309-37.4% | $11,246-48.2% |