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 | $741,384 | $159,602+364.5% | $150,045+394.1% | $142,382+420.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.58% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $18,750 | $4,961+278.0% | $4,693+299.5% | $4,299+336.1% |
| Participant deferral / active EE | $31,000 | $8,310+273.0% | $7,997+287.6% | $6,507+376.4% |
| Admin fee / account holder | $48,191 | $14,846+224.6% | $13,435+258.7% | $12,624+281.7% |