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 4-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 | $311,584 | $133,922+132.7% | $116,228+168.1% | $142,382+118.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.30% | 147.76%-128.5pp | 90.06%-70.8pp | 217.08%-197.8pp |
| Employer contribution / active EE | $33,034 | $3,446+858.7% | $2,994+1003.2% | $4,299+668.4% |
| Participant deferral / active EE | $27,250 | $5,672+380.4% | $4,953+450.2% | $6,507+318.8% |
| Admin fee / account holder | $1,156 | $14,945-92.3% | $11,989-90.4% | $12,624-90.8% |