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 | $299,751 | $133,922+123.8% | $116,228+157.9% | $142,382+110.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.51% | 147.76%-132.3pp | 90.06%-74.6pp | 217.08%-201.6pp |
| Employer contribution / active EE | $24,304 | $3,446+605.4% | $2,994+711.6% | $4,299+465.3% |
| Participant deferral / active EE | $15,667 | $5,672+176.2% | $4,953+216.3% | $6,507+140.8% |
| Admin fee / account holder | $2,017 | $14,945-86.5% | $11,989-83.2% | $12,624-84.0% |