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 | $478,817 | $209,411+128.6% | $178,490+168.3% | $158,922+201.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.54% | 188.75%-181.2pp | 151.07%-143.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $9,997 | $5,706+75.2% | $5,011+99.5% | $4,761+110.0% |
| Participant deferral / active EE | $4,168 | $5,954-30.0% | $5,202-19.9% | $5,982-30.3% |
| Admin fee / account holder | $9,980 | $17,074-41.5% | $13,984-28.6% | $11,246-11.3% |