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 6-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 | $250,684 | $209,411+19.7% | $178,490+40.4% | $158,922+57.7% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 12.93% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $22,304 | $5,706+290.9% | $5,011+345.1% | $4,761+368.4% |
| Participant deferral / active EE | $13,929 | $5,954+133.9% | $5,202+167.8% | $5,982+132.8% |
| Admin fee / account holder | $1,445 | $17,074-91.5% | $13,984-89.7% | $11,246-87.2% |