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 | $354,549 | $163,101+117.4% | $136,749+159.3% | $142,382+149.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 161.23% | 27.54%+133.7pp | 24.33%+136.9pp | 217.08%-55.8pp |
| Employer contribution / active EE | $7,320 | $4,117+77.8% | $3,400+115.3% | $4,299+70.3% |
| Participant deferral / active EE | $27,250 | $5,585+387.9% | $4,692+480.8% | $6,507+318.8% |
| Admin fee / account holder | $929 | $14,318-93.5% | $11,386-91.8% | $12,624-92.6% |