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 | $486,939 | $165,335+194.5% | $149,696+225.3% | $158,922+206.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.60% | 348.15%-334.5pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $40,550 | $5,103+694.7% | $4,644+773.1% | $4,761+751.7% |
| Participant deferral / active EE | $22,790 | $7,181+217.4% | $6,842+233.1% | $5,982+281.0% |
| Admin fee / account holder | $2,314 | $10,807-78.6% | $9,309-75.1% | $11,246-79.4% |