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 | $294,772 | $144,119+104.5% | $117,854+150.1% | $147,584+99.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.36% | 531.15%-519.8pp | 335.08%-323.7pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,714 | $4,896-65.0% | $3,786-54.7% | $4,876-64.8% |
| Participant deferral / active EE | $9,516 | $5,316+79.0% | $4,482+112.3% | $5,439+75.0% |
| Admin fee / account holder | $16,526 | $10,886+51.8% | $8,020+106.1% | $10,885+51.8% |