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 | $317,498 | $172,478+84.1% | $145,661+118.0% | $142,382+123.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 11.62% | 151.09%-139.5pp | 101.46%-89.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $11,628 | $4,899+137.3% | $4,238+174.4% | $4,299+170.5% |
| Participant deferral / active EE | $3,459 | $8,348-58.6% | $7,198-51.9% | $6,507-46.8% |
| Admin fee / account holder | $139,052 | $16,864+724.5% | $12,466+1015.4% | $12,624+1001.5% |