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 9-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 | $264,738 | $159,901+65.6% | $146,958+80.1% | $145,922+81.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.04% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $16,093 | $5,286+204.4% | $4,933+226.2% | $4,660+245.4% |
| Participant deferral / active EE | $17,542 | $8,428+108.1% | $8,070+117.4% | $6,688+162.3% |
| Admin fee / account holder | $25,397 | $15,044+68.8% | $12,998+95.4% | $13,397+89.6% |