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 | $444,332 | $176,056+152.4% | $159,436+178.7% | $167,490+165.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.27% | 331.75%-309.5pp | 263.57%-241.3pp | 478.56%-456.3pp |
| Employer contribution / active EE | $3,340 | $5,297-37.0% | $4,829-30.8% | $4,837-31.0% |
| Participant deferral / active EE | $4,200 | $7,750-45.8% | $7,352-42.9% | $6,341-33.8% |
| Admin fee / account holder | $25,705 | $12,554+104.8% | $10,799+138.0% | $12,309+108.8% |