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 | $260,338 | $159,901+62.8% | $146,958+77.2% | $145,922+78.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.62% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,733 | $5,286-29.4% | $4,933-24.3% | $4,660-19.9% |
| Participant deferral / active EE | $6,094 | $8,428-27.7% | $8,070-24.5% | $6,688-8.9% |
| Admin fee / account holder | $11,547 | $15,044-23.2% | $12,998-11.2% | $13,397-13.8% |