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 | $418,623 | $190,805+119.4% | $159,960+161.7% | $134,475+211.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 6.95% | 552.23%-545.3pp | 408.60%-401.7pp | 417.96%-411.0pp |
| Employer contribution / active EE | $2,585 | $4,995-48.3% | $4,226-38.8% | $4,740-45.5% |
| Participant deferral / active EE | $17,725 | $6,923+156.0% | $6,182+186.7% | $6,400+177.0% |
| Admin fee / account holder | $899 | $10,471-91.4% | $8,698-89.7% | $11,426-92.1% |