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 | $505,276 | $214,378+135.7% | $200,582+151.9% | $142,382+254.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.88% | 46.41%-22.5pp | 42.33%-18.4pp | 217.08%-193.2pp |
| Employer contribution / active EE | $17,809 | $6,841+160.3% | $6,419+177.5% | $4,299+314.3% |
| Participant deferral / active EE | $14,094 | $9,865+42.9% | $9,331+51.0% | $6,507+116.6% |
| Admin fee / account holder | $16,005 | $17,692-9.5% | $16,305-1.8% | $12,624+26.8% |