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 6-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 | $372,998 | $227,553+63.9% | $189,557+96.8% | $167,490+122.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.05% | 78.40%-64.3pp | 64.17%-50.1pp | 478.56%-464.5pp |
| Employer contribution / active EE | $14,583 | $5,316+174.3% | $4,412+230.5% | $4,837+201.5% |
| Participant deferral / active EE | $23,833 | $7,002+240.4% | $6,174+286.0% | $6,341+275.8% |
| Admin fee / account holder | $4,732 | $11,878-60.2% | $9,807-51.7% | $12,309-61.6% |