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 10-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 | $755,355 | $179,726+320.3% | $156,263+383.4% | $142,382+430.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 31.28% | 77.86%-46.6pp | 59.47%-28.2pp | 217.08%-185.8pp |
| Employer contribution / active EE | $40,209 | $5,069+693.2% | $4,333+828.0% | $4,299+835.3% |
| Participant deferral / active EE | $18,276 | $6,956+162.7% | $6,158+196.8% | $6,507+180.9% |
| Admin fee / account holder | $160,808 | $17,272+831.0% | $14,255+1028.1% | $12,624+1173.9% |