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 | $287,782 | $209,411+37.4% | $178,490+61.2% | $158,922+81.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.01% | 188.75%-171.7pp | 151.07%-134.1pp | 302.83%-285.8pp |
| Employer contribution / active EE | $16,560 | $5,706+190.2% | $5,011+230.5% | $4,761+247.8% |
| Participant deferral / active EE | $22,100 | $5,954+271.2% | $5,202+324.9% | $5,982+269.4% |
| Admin fee / account holder | $1,184 | $17,074-93.1% | $13,984-91.5% | $11,246-89.5% |