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 | $417,599 | $202,432+106.3% | $169,368+146.6% | $139,434+199.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.33% | 531.74%-517.4pp | 405.60%-391.3pp | 372.94%-358.6pp |
| Employer contribution / active EE | $784 | $4,692-83.3% | $4,013-80.5% | $4,751-83.5% |
| Participant deferral / active EE | $10,406 | $6,938+50.0% | $6,221+67.3% | $6,710+55.1% |
| Admin fee / account holder | $2,462 | $10,708-77.0% | $9,003-72.7% | $11,403-78.4% |