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 | $392,735 | $198,466+97.9% | $170,442+130.4% | $147,584+166.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.09% | 257.29%-240.2pp | 205.93%-188.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,518 | $6,184-43.1% | $5,433-35.3% | $4,876-27.9% |
| Participant deferral / active EE | $3,773 | $5,629-33.0% | $4,939-23.6% | $5,439-30.6% |
| Admin fee / account holder | $10,497 | $16,852-37.7% | $13,880-24.4% | $10,885-3.6% |