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 | $320,439 | $159,602+100.8% | $150,045+113.6% | $142,382+125.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.90% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $11,870 | $4,961+139.3% | $4,693+152.9% | $4,299+176.1% |
| Participant deferral / active EE | $8,988 | $8,310+8.2% | $7,997+12.4% | $6,507+38.1% |
| Admin fee / account holder | $2,362 | $14,846-84.1% | $13,435-82.4% | $12,624-81.3% |