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 | $487,003 | $133,922+263.6% | $116,228+319.0% | $142,382+242.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.99% | 147.76%-136.8pp | 90.06%-79.1pp | 217.08%-206.1pp |
| Employer contribution / active EE | $9,723 | $3,446+182.2% | $2,994+224.7% | $4,299+126.2% |
| Participant deferral / active EE | $29,238 | $5,672+415.5% | $4,953+490.3% | $6,507+349.3% |
| Admin fee / account holder | $104,036 | $14,945+596.1% | $11,989+767.8% | $12,624+724.1% |