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 | $299,973 | $226,064+32.7% | $182,532+64.3% | $152,861+96.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.73% | 192.51%-168.8pp | 148.54%-124.8pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,502 | $4,978-69.8% | $4,076-63.1% | $4,762-68.5% |
| Participant deferral / active EE | $1,469 | $6,368-76.9% | $5,524-73.4% | $5,850-74.9% |
| Admin fee / account holder | $10,734 | $10,703+0.3% | $8,592+24.9% | $11,596-7.4% |