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 | $302,213 | $159,602+89.4% | $150,045+101.4% | $142,382+112.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.06% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $6,476 | $4,961+30.5% | $4,693+38.0% | $4,299+50.6% |
| Participant deferral / active EE | $23,038 | $8,310+177.2% | $7,997+188.1% | $6,507+254.0% |
| Admin fee / account holder | $151,477 | $14,846+920.3% | $13,435+1027.5% | $12,624+1099.9% |