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 | $327,378 | $176,056+86.0% | $159,436+105.3% | $167,490+95.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.51% | 331.75%-313.2pp | 263.57%-245.1pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,463 | $5,297-72.4% | $4,829-69.7% | $4,837-69.8% |
| Participant deferral / active EE | $10,914 | $7,750+40.8% | $7,352+48.5% | $6,341+72.1% |
| Admin fee / account holder | $9,881 | $12,554-21.3% | $10,799-8.5% | $12,309-19.7% |