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 | $296,716 | $159,901+85.6% | $146,958+101.9% | $145,922+103.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.48% | 98.13%-75.7pp | 418.34%-395.9pp | 561.29%-538.8pp |
| Employer contribution / active EE | $9,010 | $5,286+70.4% | $4,933+82.7% | $4,660+93.4% |
| Participant deferral / active EE | $14,000 | $8,428+66.1% | $8,070+73.5% | $6,688+109.3% |
| Admin fee / account holder | $1,988 | $15,044-86.8% | $12,998-84.7% | $13,397-85.2% |