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 | $268,021 | $159,602+67.9% | $150,045+78.6% | $142,382+88.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.61% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,507 | $4,961-9.1% | $4,693-4.0% | $4,299+4.8% |
| Participant deferral / active EE | $7,479 | $8,310-10.0% | $7,997-6.5% | $6,507+14.9% |
| Admin fee / account holder | $8,342 | $14,846-43.8% | $13,435-37.9% | $12,624-33.9% |