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 4-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 | $698,818 | $88,751+687.4% | $81,812+754.2% | $145,922+378.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.07% | 1025.40%-1010.3pp | 773.79%-758.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $36,167 | $3,083+1073.0% | $2,912+1141.9% | $4,660+676.2% |
| Participant deferral / active EE | $23,496 | $4,643+406.0% | $4,319+444.1% | $6,688+251.3% |
| Admin fee / account holder | $2,371 | $8,415-71.8% | $7,386-67.9% | $13,397-82.3% |