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 | $339,912 | $157,256+116.2% | $141,162+140.8% | $152,861+122.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.09% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $32,556 | $5,261+518.8% | $4,735+587.6% | $4,762+583.6% |
| Participant deferral / active EE | $24,500 | $7,109+244.6% | $6,709+265.2% | $5,850+318.8% |
| Admin fee / account holder | $2,670 | $12,120-78.0% | $10,261-74.0% | $11,596-77.0% |