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 | $296,103 | $176,056+68.2% | $159,436+85.7% | $167,490+76.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.72% | 331.75%-320.0pp | 263.57%-251.8pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,485 | $5,297-72.0% | $4,829-69.2% | $4,837-69.3% |
| Participant deferral / active EE | $12,911 | $7,750+66.6% | $7,352+75.6% | $6,341+103.6% |
| Admin fee / account holder | $31,663 | $12,554+152.2% | $10,799+193.2% | $12,309+157.2% |