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 5-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 | $358,205 | $214,378+67.1% | $200,582+78.6% | $142,382+151.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 88.47% | 46.41%+42.1pp | 42.33%+46.1pp | 217.08%-128.6pp |
| Employer contribution / active EE | $26,420 | $6,841+286.2% | $6,419+311.6% | $4,299+514.5% |
| Participant deferral / active EE | $24,590 | $9,865+149.3% | $9,331+163.5% | $6,507+277.9% |
| Admin fee / account holder | $6,548 | $17,692-63.0% | $16,305-59.8% | $12,624-48.1% |