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 3-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 | $300,313 | $210,648+42.6% | $177,989+68.7% | $145,922+105.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.28% | 385.86%-374.6pp | 294.48%-283.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,420 | $4,565-47.0% | $3,949-38.7% | $4,660-48.1% |
| Participant deferral / active EE | $7,889 | $6,958+13.4% | $6,276+25.7% | $6,688+18.0% |
| Admin fee / account holder | $4,095 | $12,013-65.9% | $10,363-60.5% | $13,397-69.4% |