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 5-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 | $320,351 | $176,056+82.0% | $159,436+100.9% | $167,490+91.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.64% | 331.75%-320.1pp | 263.57%-251.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $3,446 | $5,297-35.0% | $4,829-28.7% | $4,837-28.8% |
| Participant deferral / active EE | $11,549 | $7,750+49.0% | $7,352+57.1% | $6,341+82.1% |
| Admin fee / account holder | $2,752 | $12,554-78.1% | $10,799-74.5% | $12,309-77.6% |