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 | $427,195 | $185,822+129.9% | $169,993+151.3% | $139,434+206.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 82.53% | 60.50%+22.0pp | 53.37%+29.2pp | 372.94%-290.4pp |
| Employer contribution / active EE | $24,471 | $7,590+222.4% | $6,785+260.7% | $4,751+415.1% |
| Participant deferral / active EE | $19,333 | $11,622+66.4% | $10,408+85.8% | $6,710+188.1% |
| Admin fee / account holder | $958 | $15,381-93.8% | $12,815-92.5% | $11,403-91.6% |