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 | $358,139 | $172,478+107.6% | $145,661+145.9% | $142,382+151.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 18.42% | 151.09%-132.7pp | 101.46%-83.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,704 | $4,899+16.4% | $4,238+34.6% | $4,299+32.7% |
| Participant deferral / active EE | $14,805 | $8,348+77.3% | $7,198+105.7% | $6,507+127.5% |
| Admin fee / account holder | $633 | $16,864-96.2% | $12,466-94.9% | $12,624-95.0% |