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 | $323,575 | $157,256+105.8% | $141,162+129.2% | $152,861+111.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.55% | 64.32%-43.8pp | 71.39%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $16,008 | $5,261+204.3% | $4,735+238.1% | $4,762+236.1% |
| Participant deferral / active EE | $14,958 | $7,109+110.4% | $6,709+123.0% | $5,850+155.7% |
| Admin fee / account holder | $13,979 | $12,120+15.3% | $10,261+36.2% | $11,596+20.5% |