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 | $481,321 | $159,602+201.6% | $150,045+220.8% | $142,382+238.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.00% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $46,500 | $4,961+837.4% | $4,693+890.8% | $4,299+981.6% |
| Participant deferral / active EE | $24,188 | $8,310+191.1% | $7,997+202.5% | $6,507+271.7% |
| Admin fee / account holder | $972 | $14,846-93.5% | $13,435-92.8% | $12,624-92.3% |