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 | $321,461 | $74,888+329.3% | $71,209+351.4% | $142,382+125.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.80% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $24,737 | $2,854+766.6% | $2,721+809.1% | $4,299+475.4% |
| Participant deferral / active EE | $22,650 | $4,454+408.5% | $4,175+442.5% | $6,507+248.1% |
| Admin fee / account holder | $207,841 | $5,568+3632.5% | $5,349+3785.8% | $12,624+1546.4% |