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 | $404,117 | $176,056+129.5% | $159,436+153.5% | $167,490+141.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.47% | 331.75%-319.3pp | 263.57%-251.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $4,147 | $5,297-21.7% | $4,829-14.1% | $4,837-14.3% |
| Participant deferral / active EE | $11,842 | $7,750+52.8% | $7,352+61.1% | $6,341+86.7% |
| Admin fee / account holder | $83,535 | $12,554+565.4% | $10,799+673.6% | $12,309+578.6% |