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 | $287,704 | $176,056+63.4% | $159,436+80.5% | $167,490+71.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.87% | 331.75%-305.9pp | 263.57%-237.7pp | 478.56%-452.7pp |
| Employer contribution / active EE | $1,513 | $5,297-71.4% | $4,829-68.7% | $4,837-68.7% |
| Participant deferral / active EE | $3,757 | $7,750-51.5% | $7,352-48.9% | $6,341-40.8% |
| Admin fee / account holder | $23,914 | $12,554+90.5% | $10,799+121.5% | $12,309+94.3% |