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 | $419,089 | $159,602+162.6% | $150,045+179.3% | $142,382+194.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.05% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $24,102 | $4,961+385.9% | $4,693+413.6% | $4,299+460.6% |
| Participant deferral / active EE | $16,196 | $8,310+94.9% | $7,997+102.5% | $6,507+148.9% |
| Admin fee / account holder | $1,811 | $14,846-87.8% | $13,435-86.5% | $12,624-85.7% |