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 | $305,560 | $176,056+73.6% | $159,436+91.7% | $167,490+82.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.49% | 331.75%-309.3pp | 263.57%-241.1pp | 478.56%-456.1pp |
| Employer contribution / active EE | $4,279 | $5,297-19.2% | $4,829-11.4% | $4,837-11.6% |
| Participant deferral / active EE | $4,717 | $7,750-39.1% | $7,352-35.8% | $6,341-25.6% |
| Admin fee / account holder | $2,275 | $12,554-81.9% | $10,799-78.9% | $12,309-81.5% |