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 | $588,288 | $175,202+235.8% | $149,673+293.0% | $139,434+321.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.78% | 166.71%-154.9pp | 134.42%-122.6pp | 372.94%-361.2pp |
| Employer contribution / active EE | $43,780 | $5,474+699.7% | $4,818+808.7% | $4,751+821.5% |
| Participant deferral / active EE | $26,288 | $6,519+303.3% | $5,680+362.8% | $6,710+291.8% |
| Admin fee / account holder | $7,850 | $16,150-51.4% | $13,210-40.6% | $11,403-31.2% |