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 | $286,464 | $159,901+79.2% | $146,958+94.9% | $145,922+96.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.65% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $9,460 | $5,286+79.0% | $4,933+91.8% | $4,660+103.0% |
| Participant deferral / active EE | $24,847 | $8,428+194.8% | $8,070+207.9% | $6,688+271.5% |
| Admin fee / account holder | $4,354 | $15,044-71.1% | $12,998-66.5% | $13,397-67.5% |