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 | $855,727 | $183,519+366.3% | $155,509+450.3% | $145,922+486.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.56% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $15,225 | $5,313+186.6% | $4,672+225.8% | $4,660+226.7% |
| Participant deferral / active EE | $18,450 | $6,462+185.5% | $5,626+227.9% | $6,688+175.9% |
| Admin fee / account holder | $4,715 | $19,313-75.6% | $15,912-70.4% | $13,397-64.8% |