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 8-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 | $878,047 | $197,591+344.4% | $177,821+393.8% | $158,922+452.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.03% | 58.76%-45.7pp | 48.32%-35.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $7,000 | $6,697+4.5% | $5,918+18.3% | $4,761+47.0% |
| Participant deferral / active EE | $29,584 | $8,405+252.0% | $7,714+283.5% | $5,982+394.5% |
| Admin fee / account holder | $48,980 | $15,399+218.1% | $12,427+294.1% | $11,246+335.5% |