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 6-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 | $692,462 | $209,411+230.7% | $178,490+288.0% | $158,922+335.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.67% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $32,636 | $5,706+471.9% | $5,011+551.3% | $4,761+585.5% |
| Participant deferral / active EE | $13,670 | $5,954+129.6% | $5,202+162.8% | $5,982+128.5% |
| Admin fee / account holder | $302,453 | $17,074+1671.4% | $13,984+2062.9% | $11,246+2589.5% |