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 | $446,645 | $183,963+142.8% | $162,163+175.4% | $152,861+192.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.39% | 150.76%-127.4pp | 115.59%-92.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,479 | $6,371-76.8% | $5,614-73.6% | $4,762-68.9% |
| Participant deferral / active EE | $11,000 | $8,034+36.9% | $7,298+50.7% | $5,850+88.0% |
| Admin fee / account holder | $426 | $13,121-96.8% | $10,843-96.1% | $11,596-96.3% |