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 7-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 | $493,764 | $183,963+168.4% | $162,163+204.5% | $152,861+223.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 38.87% | 150.76%-111.9pp | 115.59%-76.7pp | 345.32%-306.4pp |
| Employer contribution / active EE | $13,392 | $6,371+110.2% | $5,614+138.6% | $4,762+181.2% |
| Participant deferral / active EE | $6,367 | $8,034-20.7% | $7,298-12.8% | $5,850+8.8% |
| Admin fee / account holder | $94,865 | $13,121+623.0% | $10,843+774.9% | $11,596+718.1% |