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 | $666,125 | $217,402+206.4% | $185,823+258.5% | $167,490+297.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.81% | 148.36%-114.5pp | 122.05%-88.2pp | 478.56%-444.7pp |
| Employer contribution / active EE | $17,216 | $5,873+193.1% | $5,167+233.2% | $4,837+255.9% |
| Participant deferral / active EE | $23,833 | $6,356+275.0% | $5,568+328.1% | $6,341+275.8% |
| Admin fee / account holder | $219,032 | $19,811+1005.6% | $16,237+1248.9% | $12,309+1679.4% |