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 4-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 | $987,601 | $210,648+368.8% | $177,989+454.9% | $145,922+576.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.95% | 385.86%-373.9pp | 294.48%-282.5pp | 561.29%-549.3pp |
| Employer contribution / active EE | $17,360 | $4,565+280.3% | $3,949+339.6% | $4,660+272.6% |
| Participant deferral / active EE | $31,083 | $6,958+346.7% | $6,276+395.3% | $6,688+364.8% |
| Admin fee / account holder | $11,138 | $12,013-7.3% | $10,363+7.5% | $13,397-16.9% |