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 8-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 | $538,097 | $214,378+151.0% | $200,582+168.3% | $142,382+277.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 70.37% | 46.41%+24.0pp | 42.33%+28.0pp | 217.08%-146.7pp |
| Employer contribution / active EE | $17,287 | $6,841+152.7% | $6,419+169.3% | $4,299+302.1% |
| Participant deferral / active EE | $19,693 | $9,865+99.6% | $9,331+111.0% | $6,507+202.6% |
| Admin fee / account holder | $17,584 | $17,692-0.6% | $16,305+7.8% | $12,624+39.3% |