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 9-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 | $695,764 | $201,272+245.7% | $184,203+277.7% | $145,922+376.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.17% | 29.00%-12.8pp | 28.81%-12.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $43,161 | $7,022+514.7% | $6,427+571.6% | $4,660+826.3% |
| Participant deferral / active EE | $25,265 | $9,806+157.6% | $9,131+176.7% | $6,688+277.8% |
| Admin fee / account holder | $830 | $16,364-94.9% | $13,901-94.0% | $13,397-93.8% |