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 | $348,617 | $209,411+66.5% | $178,490+95.3% | $158,922+119.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.71% | 188.75%-157.0pp | 151.07%-119.4pp | 302.83%-271.1pp |
| Employer contribution / active EE | $12,612 | $5,706+121.0% | $5,011+151.7% | $4,761+164.9% |
| Participant deferral / active EE | $7,250 | $5,954+21.8% | $5,202+39.4% | $5,982+21.2% |
| Admin fee / account holder | $1,518 | $17,074-91.1% | $13,984-89.1% | $11,246-86.5% |