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 | $437,243 | $148,534+194.4% | $135,903+221.7% | $139,434+213.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.67% | 79.19%-60.5pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,198 | $5,243-58.1% | $4,856-54.7% | $4,751-53.7% |
| Participant deferral / active EE | $3,336 | $8,100-58.8% | $7,758-57.0% | $6,710-50.3% |
| Admin fee / account holder | $51,475 | $12,400+315.1% | $10,762+378.3% | $11,403+351.4% |