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 6-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 | $436,891 | $201,272+117.1% | $184,203+137.2% | $145,922+199.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.56% | 29.00%-7.4pp | 28.81%-7.3pp | 561.29%-539.7pp |
| Employer contribution / active EE | $34,821 | $7,022+395.9% | $6,427+441.8% | $4,660+647.3% |
| Participant deferral / active EE | $22,224 | $9,806+126.6% | $9,131+143.4% | $6,688+232.3% |
| Admin fee / account holder | $680 | $16,364-95.8% | $13,901-95.1% | $13,397-94.9% |