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 | $368,443 | $90,348+307.8% | $75,972+385.0% | $145,922+152.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.05% | 620.88%-607.8pp | 359.55%-346.5pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,191 | $3,311-3.6% | $2,685+18.9% | $4,660-31.5% |
| Participant deferral / active EE | $5,579 | $5,162+8.1% | $4,255+31.1% | $6,688-16.6% |
| Admin fee / account holder | $3,103 | $8,467-63.4% | $6,467-52.0% | $13,397-76.8% |