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 | $265,341 | $176,056+50.7% | $159,436+66.4% | $167,490+58.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.07% | 331.75%-320.7pp | 263.57%-252.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $4,371 | $5,297-17.5% | $4,829-9.5% | $4,837-9.7% |
| Participant deferral / active EE | $8,107 | $7,750+4.6% | $7,352+10.3% | $6,341+27.8% |
| Admin fee / account holder | $775 | $12,554-93.8% | $10,799-92.8% | $12,309-93.7% |