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 | $318,601 | $209,411+52.1% | $178,490+78.5% | $158,922+100.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.01% | 188.75%-170.7pp | 151.07%-133.1pp | 302.83%-284.8pp |
| Employer contribution / active EE | $8,000 | $5,706+40.2% | $5,011+59.7% | $4,761+68.0% |
| Participant deferral / active EE | $6,418 | $5,954+7.8% | $5,202+23.4% | $5,982+7.3% |
| Admin fee / account holder | $1,333 | $17,074-92.2% | $13,984-90.5% | $11,246-88.1% |