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 | $263,882 | $159,901+65.0% | $146,958+79.6% | $145,922+80.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.07% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,298 | $5,286-37.6% | $4,933-33.1% | $4,660-29.2% |
| Participant deferral / active EE | $11,875 | $8,428+40.9% | $8,070+47.2% | $6,688+77.6% |
| Admin fee / account holder | $81,059 | $15,044+438.8% | $12,998+523.6% | $13,397+505.1% |