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 9-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 | $517,003 | $104,974+392.5% | $95,585+440.9% | $142,382+263.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.31% | 210.33%-190.0pp | 38.56%-18.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $8,650 | $2,779+211.3% | $2,527+242.4% | $4,299+101.2% |
| Participant deferral / active EE | $23,500 | $4,352+440.0% | $4,023+484.2% | $6,507+261.1% |
| Admin fee / account holder | $3,519 | $6,386-44.9% | $6,127-42.6% | $12,624-72.1% |