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 4-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 | $274,961 | $100,773+172.9% | $88,946+209.1% | $142,382+93.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.89% | 70.18%-49.3pp | 57.82%-36.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $8,946 | $2,918+206.6% | $2,555+250.1% | $4,299+108.1% |
| Participant deferral / active EE | $54,126 | $5,230+934.9% | $4,581+1081.4% | $6,507+731.8% |
| Admin fee / account holder | $38,213 | $9,693+294.2% | $8,261+362.6% | $12,624+202.7% |