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 5-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 | $254,160 | $176,056+44.4% | $159,436+59.4% | $167,490+51.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 63.80% | 331.75%-267.9pp | 263.57%-199.8pp | 478.56%-414.8pp |
| Employer contribution / active EE | $1,200 | $5,297-77.3% | $4,829-75.2% | $4,837-75.2% |
| Participant deferral / active EE | $20,100 | $7,750+159.4% | $7,352+173.4% | $6,341+217.0% |
| Admin fee / account holder | $448 | $12,554-96.4% | $10,799-95.9% | $12,309-96.4% |