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 | $483,417 | $165,335+192.4% | $149,696+222.9% | $158,922+204.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.13% | 348.15%-336.0pp | 276.60%-264.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $6,175 | $5,103+21.0% | $4,644+33.0% | $4,761+29.7% |
| Participant deferral / active EE | $16,333 | $7,181+127.4% | $6,842+138.7% | $5,982+173.0% |
| Admin fee / account holder | $4,177 | $10,807-61.4% | $9,309-55.1% | $11,246-62.9% |