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 | $331,920 | $226,064+46.8% | $182,532+81.8% | $152,861+117.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.31% | 192.51%-172.2pp | 148.54%-128.2pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,433 | $4,978-31.0% | $4,076-15.8% | $4,762-27.9% |
| Participant deferral / active EE | $14,980 | $6,368+135.2% | $5,524+171.2% | $5,850+156.1% |
| Admin fee / account holder | $2,644 | $10,703-75.3% | $8,592-69.2% | $11,596-77.2% |