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 | $532,744 | $177,572+200.0% | $154,803+244.1% | $142,382+274.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.31% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $27,500 | $4,810+471.7% | $4,305+538.7% | $4,299+539.7% |
| Participant deferral / active EE | $19,677 | $6,272+213.8% | $5,540+255.2% | $6,507+202.4% |
| Admin fee / account holder | $16,965 | $16,786+1.1% | $14,329+18.4% | $12,624+34.4% |