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 | $825,376 | $175,202+371.1% | $149,673+451.5% | $139,434+491.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.80% | 166.71%-155.9pp | 134.42%-123.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $13,909 | $5,474+154.1% | $4,818+188.7% | $4,751+192.8% |
| Participant deferral / active EE | $16,909 | $6,519+159.4% | $5,680+197.7% | $6,710+152.0% |
| Admin fee / account holder | $7,119 | $16,150-55.9% | $13,210-46.1% | $11,403-37.6% |