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 10-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 | $399,003 | $202,432+97.1% | $169,368+135.6% | $139,434+186.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.12% | 531.74%-516.6pp | 405.60%-390.5pp | 372.94%-357.8pp |
| Employer contribution / active EE | $4,098 | $4,692-12.7% | $4,013+2.1% | $4,751-13.7% |
| Participant deferral / active EE | $15,674 | $6,938+125.9% | $6,221+151.9% | $6,710+133.6% |
| Admin fee / account holder | $5,369 | $10,708-49.9% | $9,003-40.4% | $11,403-52.9% |