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 | $763,701 | $159,901+377.6% | $146,958+419.7% | $145,922+423.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $23,825 | $5,286+350.7% | $4,933+383.0% | $4,660+411.3% |
| Participant deferral / active EE | $30,000 | $8,428+255.9% | $8,070+271.8% | $6,688+348.6% |
| Admin fee / account holder | $6,977 | $15,044-53.6% | $12,998-46.3% | $13,397-47.9% |