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 7-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 | $456,938 | $114,047+300.7% | $96,139+375.3% | $167,490+172.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 10.51% | 189.88%-179.4pp | 191.94%-181.4pp | 478.56%-468.0pp |
| Employer contribution / active EE | $12,825 | $3,427+274.2% | $2,797+358.6% | $4,837+165.1% |
| Participant deferral / active EE | $11,638 | $5,194+124.1% | $4,349+167.6% | $6,341+83.5% |
| Admin fee / account holder | $12,304 | $6,897+78.4% | $5,537+122.2% | $12,3090% |