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 | $694,491 | $177,572+291.1% | $154,803+348.6% | $142,382+387.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.68% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $20,872 | $4,810+333.9% | $4,305+384.8% | $4,299+385.5% |
| Participant deferral / active EE | $15,119 | $6,272+141.1% | $5,540+172.9% | $6,507+132.3% |
| Admin fee / account holder | $14,386 | $16,786-14.3% | $14,329+0.4% | $12,624+14.0% |