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 | $358,953 | $124,185+189.0% | $108,410+231.1% | $167,490+114.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.57% | 1379.64%-1368.1pp | 905.27%-893.7pp | 478.56%-467.0pp |
| Employer contribution / active EE | $10,095 | $4,187+141.1% | $3,558+183.7% | $4,837+108.7% |
| Participant deferral / active EE | $8,574 | $6,908+24.1% | $6,563+30.7% | $6,341+35.2% |
| Admin fee / account holder | $1,819 | $9,455-80.8% | $7,295-75.1% | $12,309-85.2% |