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 | $574,041 | $201,272+185.2% | $184,203+211.6% | $145,922+293.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.51% | 29.00%-15.5pp | 28.81%-15.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $29,182 | $7,022+315.6% | $6,427+354.0% | $4,660+526.3% |
| Participant deferral / active EE | $24,955 | $9,806+154.5% | $9,131+173.3% | $6,688+273.1% |
| Admin fee / account holder | $41,319 | $16,364+152.5% | $13,901+197.2% | $13,397+208.4% |