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 8-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 | $293,435 | $180,449+62.6% | $154,107+90.4% | $135,375+116.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.97% | 888.09%-884.1pp | 735.12%-731.1pp | 519.73%-515.8pp |
| Employer contribution / active EE | $16,539 | $6,035+174.1% | $5,298+212.2% | $4,779+246.1% |
| Participant deferral / active EE | $8,889 | $5,806+53.1% | $5,081+75.0% | $5,609+58.5% |
| Admin fee / account holder | $8,100 | $16,143-49.8% | $13,411-39.6% | $10,827-25.2% |