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 | $258,805 | $96,635+167.8% | $86,612+198.8% | $139,434+85.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.70% | 106.41%-86.7pp | 591.07%-571.4pp | 372.94%-353.2pp |
| Employer contribution / active EE | $28,569 | $3,263+775.6% | $3,022+845.2% | $4,751+501.4% |
| Participant deferral / active EE | $19,950 | $4,836+312.5% | $4,438+349.6% | $6,710+197.3% |
| Admin fee / account holder | $2,135 | $6,408-66.7% | $5,614-62.0% | $11,403-81.3% |