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 | $264,520 | $176,056+50.2% | $159,436+65.9% | $167,490+57.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.71% | 331.75%-318.0pp | 263.57%-249.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $25,250 | $5,297+376.7% | $4,829+422.8% | $4,837+422.0% |
| Participant deferral / active EE | $14,866 | $7,750+91.8% | $7,352+102.2% | $6,341+134.4% |
| Admin fee / account holder | $2,034 | $12,554-83.8% | $10,799-81.2% | $12,309-83.5% |