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 | $304,037 | $176,056+72.7% | $159,436+90.7% | $167,490+81.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.73% | 331.75%-314.0pp | 263.57%-245.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $3,262 | $5,297-38.4% | $4,829-32.5% | $4,837-32.6% |
| Participant deferral / active EE | $7,990 | $7,750+3.1% | $7,352+8.7% | $6,341+26.0% |
| Admin fee / account holder | $633 | $12,554-95.0% | $10,799-94.1% | $12,309-94.9% |