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 8-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 | $301,572 | $183,963+63.9% | $162,163+86.0% | $152,861+97.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.59% | 150.76%-121.2pp | 115.59%-86.0pp | 345.32%-315.7pp |
| Employer contribution / active EE | $19,719 | $6,371+209.5% | $5,614+251.3% | $4,762+314.1% |
| Participant deferral / active EE | $17,414 | $8,034+116.8% | $7,298+138.6% | $5,850+197.7% |
| Admin fee / account holder | $2,717 | $13,121-79.3% | $10,843-74.9% | $11,596-76.6% |