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 | $261,517 | $210,648+24.1% | $177,989+46.9% | $145,922+79.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.76% | 385.86%-376.1pp | 294.48%-284.7pp | 561.29%-551.5pp |
| Employer contribution / active EE | $5,196 | $4,565+13.8% | $3,949+31.6% | $4,660+11.5% |
| Participant deferral / active EE | $12,167 | $6,958+74.9% | $6,276+93.9% | $6,688+81.9% |
| Admin fee / account holder | $1,747 | $12,013-85.5% | $10,363-83.1% | $13,397-87.0% |