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 8-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 | $323,080 | $176,056+83.5% | $159,436+102.6% | $167,490+92.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.43% | 331.75%-319.3pp | 263.57%-251.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $4,479 | $5,297-15.5% | $4,829-7.3% | $4,837-7.4% |
| Participant deferral / active EE | $14,605 | $7,750+88.5% | $7,352+98.7% | $6,341+130.3% |
| Admin fee / account holder | $640 | $12,554-94.9% | $10,799-94.1% | $12,309-94.8% |