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 | $327,425 | $165,984+97.3% | $164,813+98.7% | $145,922+124.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.79% | 100.03%-90.2pp | 69.93%-60.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,712 | $5,273-29.6% | $4,341-14.5% | $4,660-20.3% |
| Participant deferral / active EE | $8,713 | $6,959+25.2% | $6,031+44.5% | $6,688+30.3% |
| Admin fee / account holder | $13,183 | $16,648-20.8% | $12,690+3.9% | $13,397-1.6% |