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 4-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 | $257,580 | $198,466+29.8% | $170,442+51.1% | $147,584+74.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.89% | 257.29%-247.4pp | 205.93%-196.0pp | 578.55%-568.7pp |
| Employer contribution / active EE | $2,319 | $6,184-62.5% | $5,433-57.3% | $4,876-52.4% |
| Participant deferral / active EE | $9,703 | $5,629+72.4% | $4,939+96.4% | $5,439+78.4% |
| Admin fee / account holder | $151,931 | $16,852+801.6% | $13,880+994.6% | $10,885+1295.7% |