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 | $328,355 | $135,635+142.1% | $110,238+197.9% | $135,375+142.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 19.37% | 513.19%-493.8pp | 314.74%-295.4pp | 519.73%-500.4pp |
| Employer contribution / active EE | $1,502 | $4,906-69.4% | $3,826-60.8% | $4,779-68.6% |
| Participant deferral / active EE | $7,273 | $5,506+32.1% | $4,672+55.7% | $5,609+29.7% |
| Admin fee / account holder | $14,959 | $11,457+30.6% | $8,547+75.0% | $10,827+38.2% |