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 7-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 | $811,459 | $177,572+357.0% | $154,803+424.2% | $142,382+469.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.70% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $30,277 | $4,810+529.4% | $4,305+603.2% | $4,299+604.3% |
| Participant deferral / active EE | $30,980 | $6,272+394.0% | $5,540+459.1% | $6,507+376.1% |
| Admin fee / account holder | $28,358 | $16,786+68.9% | $14,329+97.9% | $12,624+124.6% |