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 | $479,140 | $217,402+120.4% | $185,823+157.8% | $167,490+186.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.26% | 148.36%-135.1pp | 122.05%-108.8pp | 478.56%-465.3pp |
| Employer contribution / active EE | $8,826 | $5,873+50.3% | $5,167+70.8% | $4,837+82.5% |
| Participant deferral / active EE | $29,000 | $6,356+356.2% | $5,568+420.8% | $6,341+357.3% |
| Admin fee / account holder | $50,147 | $19,811+153.1% | $16,237+208.8% | $12,309+307.4% |