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 | $828,096 | $201,272+311.4% | $184,203+349.6% | $145,922+467.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.99% | 29.00%-4.0pp | 28.81%-3.8pp | 561.29%-536.3pp |
| Employer contribution / active EE | $33,806 | $7,022+381.5% | $6,427+426.0% | $4,660+625.5% |
| Participant deferral / active EE | $16,967 | $9,806+73.0% | $9,131+85.8% | $6,688+153.7% |
| Admin fee / account holder | $10,682 | $16,364-34.7% | $13,901-23.2% | $13,397-20.3% |