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 | $263,502 | $226,064+16.6% | $182,532+44.4% | $152,861+72.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.04% | 192.51%-166.5pp | 148.54%-122.5pp | 345.32%-319.3pp |
| Employer contribution / active EE | $12,728 | $4,978+155.7% | $4,076+212.2% | $4,762+167.3% |
| Participant deferral / active EE | $22,000 | $6,368+245.5% | $5,524+298.2% | $5,850+276.1% |
| Admin fee / account holder | $2,529 | $10,703-76.4% | $8,592-70.6% | $11,596-78.2% |