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 | $572,048 | $157,256+263.8% | $141,162+305.2% | $152,861+274.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 25.97% | 64.32%-38.4pp | 71.39%-45.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $4,338 | $5,261-17.6% | $4,735-8.4% | $4,762-8.9% |
| Participant deferral / active EE | $4,338 | $7,109-39.0% | $6,709-35.3% | $5,850-25.9% |
| Admin fee / account holder | $200,199 | $12,120+1551.8% | $10,261+1851.0% | $11,596+1626.4% |