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 | $419,083 | $176,056+138.0% | $159,436+162.9% | $167,490+150.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.01% | 331.75%-317.7pp | 263.57%-249.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $4,465 | $5,297-15.7% | $4,829-7.6% | $4,837-7.7% |
| Participant deferral / active EE | $4,648 | $7,750-40.0% | $7,352-36.8% | $6,341-26.7% |
| Admin fee / account holder | $6,417 | $12,554-48.9% | $10,799-40.6% | $12,309-47.9% |