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 | $286,419 | $185,822+54.1% | $169,993+68.5% | $139,434+105.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.81% | 60.50%-44.7pp | 53.37%-37.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $5,924 | $7,590-22.0% | $6,785-12.7% | $4,751+24.7% |
| Participant deferral / active EE | $22,383 | $11,622+92.6% | $10,408+115.1% | $6,710+233.6% |
| Admin fee / account holder | $594 | $15,381-96.1% | $12,815-95.4% | $11,403-94.8% |