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 | $261,133 | $183,519+42.3% | $155,509+67.9% | $145,922+79.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.06% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $5,742 | $5,313+8.1% | $4,672+22.9% | $4,660+23.2% |
| Participant deferral / active EE | $9,161 | $6,462+41.8% | $5,626+62.8% | $6,688+37.0% |
| Admin fee / account holder | $6,781 | $19,313-64.9% | $15,912-57.4% | $13,397-49.4% |