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 | $923,912 | $159,602+478.9% | $150,045+515.8% | $142,382+548.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.58% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $26,513 | $4,961+434.5% | $4,693+464.9% | $4,299+516.7% |
| Participant deferral / active EE | $30,000 | $8,310+261.0% | $7,997+275.1% | $6,507+361.0% |
| Admin fee / account holder | $3,101 | $14,846-79.1% | $13,435-76.9% | $12,624-75.4% |