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 | $413,453 | $138,065+199.5% | $123,544+234.7% | $135,375+205.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.32% | 153.68%-149.4pp | 119.20%-114.9pp | 519.73%-515.4pp |
| Employer contribution / active EE | $11,550 | $5,151+124.2% | $4,628+149.6% | $4,779+141.7% |
| Participant deferral / active EE | $8,142 | $6,799+19.7% | $6,426+26.7% | $5,609+45.2% |
| Admin fee / account holder | $846 | $10,916-92.3% | $9,284-90.9% | $10,827-92.2% |