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 | $264,698 | $138,065+91.7% | $123,544+114.3% | $135,375+95.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 31.31% | 153.68%-122.4pp | 119.20%-87.9pp | 519.73%-488.4pp |
| Employer contribution / active EE | $14,819 | $5,151+187.7% | $4,628+220.2% | $4,779+210.1% |
| Participant deferral / active EE | $12,898 | $6,799+89.7% | $6,426+100.7% | $5,609+130.0% |
| Admin fee / account holder | $35,906 | $10,916+228.9% | $9,284+286.8% | $10,827+231.6% |