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 | $387,306 | $175,202+121.1% | $149,673+158.8% | $139,434+177.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.53% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $7,689 | $5,474+40.5% | $4,818+59.6% | $4,751+61.8% |
| Participant deferral / active EE | $10,079 | $6,519+54.6% | $5,680+77.5% | $6,710+50.2% |
| Admin fee / account holder | $3,497 | $16,150-78.3% | $13,210-73.5% | $11,403-69.3% |