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 | $643,351 | $74,888+759.1% | $71,209+803.5% | $142,382+351.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.69% | 345.14%-325.5pp | 282.51%-262.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $6,454 | $2,854+126.1% | $2,721+137.2% | $4,299+50.1% |
| Participant deferral / active EE | $21,917 | $4,454+392.0% | $4,175+424.9% | $6,507+236.8% |
| Admin fee / account holder | $1,494 | $5,568-73.2% | $5,349-72.1% | $12,624-88.2% |