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 | $490,456 | $106,890+358.8% | $84,015+483.8% | $152,861+220.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.61% | 104.99%-79.4pp | 71.31%-45.7pp | 345.32%-319.7pp |
| Employer contribution / active EE | $5,682 | $2,734+107.8% | $1,983+186.5% | $4,762+19.3% |
| Participant deferral / active EE | $13,850 | $4,011+245.3% | $3,239+327.6% | $5,850+136.7% |
| Admin fee / account holder | $2,165 | $8,285-73.9% | $6,101-64.5% | $11,596-81.3% |