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 | $387,636 | $159,602+142.9% | $150,045+158.3% | $142,382+172.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 34.87% | 70.24%-35.4pp | 62.55%-27.7pp | 217.08%-182.2pp |
| Employer contribution / active EE | $28,154 | $4,961+467.6% | $4,693+499.9% | $4,299+554.9% |
| Participant deferral / active EE | $24,134 | $8,310+190.4% | $7,997+201.8% | $6,507+270.9% |
| Admin fee / account holder | $21,972 | $14,846+48.0% | $13,435+63.5% | $12,624+74.0% |