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 | $359,313 | $133,922+168.3% | $116,228+209.1% | $142,382+152.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.71% | 147.76%-130.0pp | 90.06%-72.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $30,743 | $3,446+792.3% | $2,994+926.7% | $4,299+615.1% |
| Participant deferral / active EE | $17,557 | $5,672+209.5% | $4,953+254.5% | $6,507+169.8% |
| Admin fee / account holder | $1,553 | $14,945-89.6% | $11,989-87.0% | $12,624-87.7% |