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 | $444,295 | $154,117+188.3% | $129,995+241.8% | $139,434+218.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.91% | 32.48%-17.6pp | -137.18%+152.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $9,063 | $5,289+71.4% | $4,320+109.8% | $4,751+90.8% |
| Participant deferral / active EE | $16,464 | $6,710+145.4% | $5,820+182.9% | $6,710+145.4% |
| Admin fee / account holder | $4,567 | $14,007-67.4% | $10,614-57.0% | $11,403-60.0% |