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 | $270,156 | $159,901+69.0% | $146,958+83.8% | $145,922+85.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 54.77% | 98.13%-43.4pp | 418.34%-363.6pp | 561.29%-506.5pp |
| Employer contribution / active EE | $8,871 | $5,286+67.8% | $4,933+79.8% | $4,660+90.4% |
| Participant deferral / active EE | $10,182 | $8,428+20.8% | $8,070+26.2% | $6,688+52.2% |
| Admin fee / account holder | $1,031 | $15,044-93.1% | $12,998-92.1% | $13,397-92.3% |