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 | $329,683 | $159,602+106.6% | $150,045+119.7% | $142,382+131.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.70% | 70.24%-54.5pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $27,103 | $4,961+446.4% | $4,693+477.5% | $4,299+530.4% |
| Participant deferral / active EE | $4,878 | $8,310-41.3% | $7,997-39.0% | $6,507-25.0% |
| Admin fee / account holder | $39,088 | $14,846+163.3% | $13,435+190.9% | $12,624+209.6% |