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 | $274,287 | $159,602+71.9% | $150,045+82.8% | $142,382+92.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 50.41% | 70.24%-19.8pp | 62.55%-12.1pp | 217.08%-166.7pp |
| Employer contribution / active EE | $19,462 | $4,961+292.3% | $4,693+314.7% | $4,299+352.7% |
| Participant deferral / active EE | $13,595 | $8,310+63.6% | $7,997+70.0% | $6,507+108.9% |
| Admin fee / account holder | $19,194 | $14,846+29.3% | $13,435+42.9% | $12,624+52.0% |