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 | $311,606 | $183,963+69.4% | $162,163+92.2% | $152,861+103.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 33.79% | 150.76%-117.0pp | 115.59%-81.8pp | 345.32%-311.5pp |
| Employer contribution / active EE | $6,720 | $6,371+5.5% | $5,614+19.7% | $4,762+41.1% |
| Participant deferral / active EE | $13,932 | $8,034+73.4% | $7,298+90.9% | $5,850+138.2% |
| Admin fee / account holder | $793 | $13,121-94.0% | $10,843-92.7% | $11,596-93.2% |