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 | $350,893 | $202,432+73.3% | $169,368+107.2% | $139,434+151.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.59% | 531.74%-515.1pp | 405.60%-389.0pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,857 | $4,692-60.4% | $4,013-53.7% | $4,751-60.9% |
| Participant deferral / active EE | $6,072 | $6,938-12.5% | $6,221-2.4% | $6,710-9.5% |
| Admin fee / account holder | $4,238 | $10,708-60.4% | $9,003-52.9% | $11,403-62.8% |