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 5-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 | $294,589 | $159,901+84.2% | $146,958+100.5% | $145,922+101.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.03% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $39,747 | $5,286+651.9% | $4,933+705.7% | $4,660+753.0% |
| Participant deferral / active EE | $5,600 | $8,428-33.6% | $8,070-30.6% | $6,688-16.3% |
| Admin fee / account holder | $2,257 | $15,044-85.0% | $12,998-82.6% | $13,397-83.2% |