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 | $321,281 | $209,411+53.4% | $178,490+80.0% | $158,922+102.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.05% | 188.75%-176.7pp | 151.07%-139.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $4,514 | $5,706-20.9% | $5,011-9.9% | $4,761-5.2% |
| Participant deferral / active EE | $6,711 | $5,954+12.7% | $5,202+29.0% | $5,982+12.2% |
| Admin fee / account holder | $19,270 | $17,074+12.9% | $13,984+37.8% | $11,246+71.4% |