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 | $316,915 | $148,534+113.4% | $135,903+133.2% | $139,434+127.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.32% | 79.19%-53.9pp | 68.23%-42.9pp | 372.94%-347.6pp |
| Employer contribution / active EE | $5,287 | $5,243+0.8% | $4,856+8.9% | $4,751+11.3% |
| Participant deferral / active EE | $7,978 | $8,100-1.5% | $7,758+2.8% | $6,710+18.9% |
| Admin fee / account holder | $3,519 | $12,400-71.6% | $10,762-67.3% | $11,403-69.1% |