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 | $478,888 | $159,602+200.1% | $150,045+219.2% | $142,382+236.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.79% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $25,271 | $4,961+409.4% | $4,693+438.5% | $4,299+487.8% |
| Participant deferral / active EE | $19,118 | $8,310+130.1% | $7,997+139.1% | $6,507+193.8% |
| Admin fee / account holder | $11,209 | $14,846-24.5% | $13,435-16.6% | $12,624-11.2% |