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 | $366,913 | $108,919+236.9% | $100,391+265.5% | $145,922+151.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.04% | 57.88%-37.8pp | 49.20%-29.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $5,133 | $4,419+16.1% | $3,942+30.2% | $4,660+10.2% |
| Participant deferral / active EE | $19,492 | $8,445+130.8% | $8,082+141.2% | $6,688+191.5% |
| Admin fee / account holder | $781 | $9,689-91.9% | $7,899-90.1% | $13,397-94.2% |