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 9-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 | $475,257 | $114,381+315.5% | $107,525+342.0% | $142,382+233.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.57% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $13,539 | $4,015+237.2% | $3,754+260.7% | $4,299+214.9% |
| Participant deferral / active EE | $27,250 | $5,564+389.7% | $5,116+432.7% | $6,507+318.8% |
| Admin fee / account holder | $1,012 | $9,860-89.7% | $8,919-88.7% | $12,624-92.0% |