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 | $357,787 | $210,648+69.9% | $177,989+101.0% | $145,922+145.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.83% | 385.86%-377.0pp | 294.48%-285.7pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,021 | $4,565-55.7% | $3,949-48.8% | $4,660-56.6% |
| Participant deferral / active EE | $3,452 | $6,958-50.4% | $6,276-45.0% | $6,688-48.4% |
| Admin fee / account holder | $5,406 | $12,013-55.0% | $10,363-47.8% | $13,397-59.6% |