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 | $336,915 | $176,056+91.4% | $159,436+111.3% | $167,490+101.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.16% | 331.75%-319.6pp | 263.57%-251.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $13,587 | $5,297+156.5% | $4,829+181.3% | $4,837+180.9% |
| Participant deferral / active EE | $16,577 | $7,750+113.9% | $7,352+125.5% | $6,341+161.4% |
| Admin fee / account holder | $2,960 | $12,554-76.4% | $10,799-72.6% | $12,309-76.0% |