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 | $398,575 | $159,602+149.7% | $150,045+165.6% | $142,382+179.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.65% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $21,136 | $4,961+326.1% | $4,693+350.4% | $4,299+391.6% |
| Participant deferral / active EE | $9,833 | $8,310+18.3% | $7,997+23.0% | $6,507+51.1% |
| Admin fee / account holder | $1,553 | $14,846-89.5% | $13,435-88.4% | $12,624-87.7% |