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 | $309,372 | $148,534+108.3% | $135,903+127.6% | $139,434+121.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.70% | 79.19%-65.5pp | 68.23%-54.5pp | 372.94%-359.2pp |
| Employer contribution / active EE | $4,383 | $5,243-16.4% | $4,856-9.8% | $4,751-7.8% |
| Participant deferral / active EE | $11,173 | $8,100+37.9% | $7,758+44.0% | $6,710+66.5% |
| Admin fee / account holder | $1,431 | $12,400-88.5% | $10,762-86.7% | $11,403-87.5% |