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 | $361,062 | $202,318+78.5% | $172,739+109.0% | $152,861+136.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.49% | 1029.65%-1017.2pp | 802.84%-790.4pp | 345.32%-332.8pp |
| Employer contribution / active EE | $16,027 | $5,856+173.7% | $5,143+211.6% | $4,762+236.5% |
| Participant deferral / active EE | $19,000 | $5,948+219.4% | $5,198+265.6% | $5,850+224.8% |
| Admin fee / account holder | $3,386 | $17,109-80.2% | $13,954-75.7% | $11,596-70.8% |