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 | $298,972 | $183,963+62.5% | $162,163+84.4% | $152,861+95.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.46% | 150.76%-129.3pp | 115.59%-94.1pp | 345.32%-323.9pp |
| Employer contribution / active EE | $8,611 | $6,371+35.2% | $5,614+53.4% | $4,762+80.8% |
| Participant deferral / active EE | $17,259 | $8,034+114.8% | $7,298+136.5% | $5,850+195.0% |
| Admin fee / account holder | $28,559 | $13,121+117.7% | $10,843+163.4% | $11,596+146.3% |