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 | $311,141 | $107,334+189.9% | $92,893+234.9% | $152,861+103.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.42% | 145.58%-132.2pp | 109.41%-96.0pp | 345.32%-331.9pp |
| Employer contribution / active EE | $2,486 | $4,221-41.1% | $3,653-31.9% | $4,762-47.8% |
| Participant deferral / active EE | $10,900 | $4,845+125.0% | $4,236+157.3% | $5,850+86.3% |
| Admin fee / account holder | $4,669 | $7,079-34.1% | $5,794-19.4% | $11,596-59.7% |