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 | $977,173 | $214,378+355.8% | $200,582+387.2% | $142,382+586.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.14% | 46.41%-28.3pp | 42.33%-24.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $9,000 | $6,841+31.6% | $6,419+40.2% | $4,299+109.3% |
| Participant deferral / active EE | $22,750 | $9,865+130.6% | $9,331+143.8% | $6,507+249.6% |
| Admin fee / account holder | $2,990 | $17,692-83.1% | $16,305-81.7% | $12,624-76.3% |