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 | $449,341 | $214,378+109.6% | $200,582+124.0% | $142,382+215.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.79% | 46.41%-25.6pp | 42.33%-21.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $12,562 | $6,841+83.6% | $6,419+95.7% | $4,299+192.2% |
| Participant deferral / active EE | $25,850 | $9,865+162.0% | $9,331+177.0% | $6,507+297.3% |
| Admin fee / account holder | $31,264 | $17,692+76.7% | $16,305+91.7% | $12,624+147.7% |