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 | $421,167 | $209,411+101.1% | $178,490+136.0% | $158,922+165.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.81% | 188.75%-176.9pp | 151.07%-139.3pp | 302.83%-291.0pp |
| Employer contribution / active EE | $4,013 | $5,706-29.7% | $5,011-19.9% | $4,761-15.7% |
| Participant deferral / active EE | $4,058 | $5,954-31.8% | $5,202-22.0% | $5,982-32.2% |
| Admin fee / account holder | $11,498 | $17,074-32.7% | $13,984-17.8% | $11,246+2.2% |