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 | $402,725 | $102,966+291.1% | $90,281+346.1% | $152,861+163.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.51% | 95.16%-71.7pp | 78.10%-54.6pp | 345.32%-321.8pp |
| Employer contribution / active EE | $18,462 | $3,139+488.2% | $2,854+546.8% | $4,762+287.7% |
| Participant deferral / active EE | $2,925 | $4,281-31.7% | $3,885-24.7% | $5,850-50.0% |
| Admin fee / account holder | $1,388 | $6,171-77.5% | $5,351-74.1% | $11,596-88.0% |