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 | $292,818 | $176,056+66.3% | $159,436+83.7% | $167,490+74.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.21% | 331.75%-320.5pp | 263.57%-252.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $4,104 | $5,297-22.5% | $4,829-15.0% | $4,837-15.2% |
| Participant deferral / active EE | $12,705 | $7,750+63.9% | $7,352+72.8% | $6,341+100.4% |
| Admin fee / account holder | $2,600 | $12,554-79.3% | $10,799-75.9% | $12,309-78.9% |