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 | $512,221 | $209,411+144.6% | $178,490+187.0% | $158,922+222.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 44.14% | 188.75%-144.6pp | 151.07%-106.9pp | 302.83%-258.7pp |
| Employer contribution / active EE | $1,867 | $5,706-67.3% | $5,011-62.7% | $4,761-60.8% |
| Participant deferral / active EE | $4,313 | $5,954-27.6% | $5,202-17.1% | $5,982-27.9% |
| Admin fee / account holder | $18,788 | $17,074+10.0% | $13,984+34.4% | $11,246+67.1% |