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 | $835,210 | $209,411+298.8% | $178,490+367.9% | $158,922+425.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.45% | 188.75%-181.3pp | 151.07%-143.6pp | 302.83%-295.4pp |
| Employer contribution / active EE | $32,189 | $5,706+464.1% | $5,011+542.4% | $4,761+576.1% |
| Participant deferral / active EE | $18,687 | $5,954+213.8% | $5,202+259.3% | $5,982+212.4% |
| Admin fee / account holder | $153,607 | $17,074+799.6% | $13,984+998.5% | $11,246+1265.9% |