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 | $387,433 | $177,572+118.2% | $154,803+150.3% | $142,382+172.1% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 14.89% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $14,605 | $4,810+203.6% | $4,305+239.2% | $4,299+239.7% |
| Participant deferral / active EE | $7,306 | $6,272+16.5% | $5,540+31.9% | $6,507+12.3% |
| Admin fee / account holder | $25,692 | $16,786+53.1% | $14,329+79.3% | $12,624+103.5% |