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 8-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 | $295,461 | $107,334+175.3% | $92,893+218.1% | $152,861+93.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.46% | 145.58%-128.1pp | 109.41%-92.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $8,155 | $4,221+93.2% | $3,653+123.3% | $4,762+71.2% |
| Participant deferral / active EE | $12,129 | $4,845+150.3% | $4,236+186.3% | $5,850+107.3% |
| Admin fee / account holder | $3,047 | $7,079-57.0% | $5,794-47.4% | $11,596-73.7% |