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 | $367,885 | $198,466+85.4% | $170,442+115.8% | $147,584+149.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.22% | 257.29%-242.1pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,180 | $6,184-64.7% | $5,433-59.9% | $4,876-55.3% |
| Participant deferral / active EE | $6,189 | $5,629+9.9% | $4,939+25.3% | $5,439+13.8% |
| Admin fee / account holder | $6,510 | $16,852-61.4% | $13,880-53.1% | $10,885-40.2% |