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 | $642,450 | $179,726+257.5% | $156,263+311.1% | $142,382+351.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.50% | 77.86%-60.4pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $18,256 | $5,069+260.1% | $4,333+321.3% | $4,299+324.7% |
| Participant deferral / active EE | $21,200 | $6,956+204.8% | $6,158+244.2% | $6,507+225.8% |
| Admin fee / account holder | $2,538 | $17,272-85.3% | $14,255-82.2% | $12,624-79.9% |