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 | $257,679 | $73,515+250.5% | $62,995+309.0% | $147,584+74.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.07% | 175.43%-159.4pp | 87.57%-71.5pp | 578.55%-562.5pp |
| Employer contribution / active EE | $5,240 | $3,320+57.8% | $2,759+89.9% | $4,876+7.5% |
| Participant deferral / active EE | $5,407 | $4,185+29.2% | $3,329+62.4% | $5,439-0.6% |
| Admin fee / account holder | $985 | $5,953-83.5% | $3,600-72.6% | $10,885-91.0% |