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 4-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 | $317,228 | $176,056+80.2% | $159,436+99.0% | $167,490+89.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.77% | 331.75%-315.0pp | 263.57%-246.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $10,547 | $5,297+99.1% | $4,829+118.4% | $4,837+118.0% |
| Participant deferral / active EE | $7,704 | $7,750-0.6% | $7,352+4.8% | $6,341+21.5% |
| Admin fee / account holder | $324,866 | $12,554+2487.8% | $10,799+2908.4% | $12,309+2539.2% |