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 6-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 | $696,344 | $201,272+246.0% | $184,203+278.0% | $145,922+377.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.36% | 29.00%-6.6pp | 28.81%-6.5pp | 561.29%-538.9pp |
| Employer contribution / active EE | $12,907 | $7,022+83.8% | $6,427+100.8% | $4,660+177.0% |
| Participant deferral / active EE | $24,328 | $9,806+148.1% | $9,131+166.4% | $6,688+263.8% |
| Admin fee / account holder | $14,852 | $16,364-9.2% | $13,901+6.8% | $13,397+10.9% |