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 | $340,690 | $159,901+113.1% | $146,958+131.8% | $145,922+133.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.13% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,870 | $5,286-45.7% | $4,933-41.8% | $4,660-38.4% |
| Participant deferral / active EE | $10,611 | $8,428+25.9% | $8,070+31.5% | $6,688+58.7% |
| Admin fee / account holder | $66,316 | $15,044+340.8% | $12,998+410.2% | $13,397+395.0% |