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 | $308,790 | $148,534+107.9% | $135,903+127.2% | $139,434+121.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.51% | 79.19%-59.7pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $8,885 | $5,243+69.5% | $4,856+83.0% | $4,751+87.0% |
| Participant deferral / active EE | $9,030 | $8,100+11.5% | $7,758+16.4% | $6,710+34.6% |
| Admin fee / account holder | $32,384 | $12,400+161.2% | $10,762+200.9% | $11,403+184.0% |