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 6-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 | $264,423 | $48,230+448.2% | $67,502+291.7% | $80,856+227.0% |
| Participation rate | 96.6% | 66.4%+30.2pp | 72.9%+23.7pp | 67.6%+28.9pp |
| Annual return | 39.17% | 18.28%+20.9pp | 3512.12%-3472.9pp | 35.59%+3.6pp |
| Employer contribution / active EE | $3,716 | $2,020+84.0% | $2,731+36.1% | $2,755+34.9% |
| Participant deferral / active EE | $11,181 | $2,924+282.4% | $4,000+179.5% | $4,296+160.3% |
| Admin fee / account holder | $6,830 | $3,681+85.5% | $3,998+70.9% | $6,918-1.3% |