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 | $317,642 | $74,888+324.2% | $71,209+346.1% | $142,382+123.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.21% | 345.14%-326.9pp | 282.51%-264.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,781 | $2,854+32.5% | $2,721+39.0% | $4,299-12.1% |
| Participant deferral / active EE | $6,852 | $4,454+53.8% | $4,175+64.1% | $6,507+5.3% |
| Admin fee / account holder | $15,364 | $5,568+175.9% | $5,349+187.3% | $12,624+21.7% |