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 | $372,310 | $217,402+71.3% | $185,823+100.4% | $167,490+122.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.95% | 148.36%-139.4pp | 122.05%-113.1pp | 478.56%-469.6pp |
| Employer contribution / active EE | $7,546 | $5,873+28.5% | $5,167+46.0% | $4,837+56.0% |
| Participant deferral / active EE | $6,278 | $6,356-1.2% | $5,568+12.8% | $6,341-1.0% |
| Admin fee / account holder | $18,545 | $19,811-6.4% | $16,237+14.2% | $12,309+50.7% |