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 | $389,700 | $214,378+81.8% | $200,582+94.3% | $142,382+173.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 114.98% | 46.41%+68.6pp | 42.33%+72.6pp | 217.08%-102.1pp |
| Employer contribution / active EE | $3,956 | $6,841-42.2% | $6,419-38.4% | $4,299-8.0% |
| Participant deferral / active EE | $5,167 | $9,865-47.6% | $9,331-44.6% | $6,507-20.6% |
| Admin fee / account holder | $10,719 | $17,692-39.4% | $16,305-34.3% | $12,624-15.1% |