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 | $317,818 | $176,056+80.5% | $159,436+99.3% | $167,490+89.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.78% | 331.75%-321.0pp | 263.57%-252.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $5,752 | $5,297+8.6% | $4,829+19.1% | $4,837+18.9% |
| Participant deferral / active EE | $12,506 | $7,750+61.4% | $7,352+70.1% | $6,341+97.2% |
| Admin fee / account holder | $919 | $12,554-92.7% | $10,799-91.5% | $12,309-92.5% |