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 | $579,585 | $201,272+188.0% | $184,203+214.6% | $145,922+297.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.39% | 29.00%-4.6pp | 28.81%-4.4pp | 561.29%-536.9pp |
| Employer contribution / active EE | $26,930 | $7,022+283.5% | $6,427+319.0% | $4,660+477.9% |
| Participant deferral / active EE | $20,446 | $9,806+108.5% | $9,131+123.9% | $6,688+205.7% |
| Admin fee / account holder | $20,662 | $16,364+26.3% | $13,901+48.6% | $13,397+54.2% |