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 | $356,153 | $100,852+253.1% | $90,404+294.0% | $158,922+124.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.72% | 1724.20%-1708.5pp | 1293.02%-1277.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $3,235 | $3,689-12.3% | $3,262-0.8% | $4,761-32.1% |
| Participant deferral / active EE | $15,076 | $4,348+246.7% | $3,963+280.4% | $5,982+152.0% |
| Admin fee / account holder | $1,561 | $6,501-76.0% | $5,611-72.2% | $11,246-86.1% |