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 7-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 | $285,959 | $133,922+113.5% | $116,228+146.0% | $142,382+100.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.83% | 147.76%-131.9pp | 90.06%-74.2pp | 217.08%-201.2pp |
| Employer contribution / active EE | $18,134 | $3,446+426.3% | $2,994+505.6% | $4,299+321.8% |
| Participant deferral / active EE | $9,710 | $5,672+71.2% | $4,953+96.0% | $6,507+49.2% |
| Admin fee / account holder | $3,848 | $14,945-74.3% | $11,989-67.9% | $12,624-69.5% |