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 | $366,282 | $209,411+74.9% | $178,490+105.2% | $158,922+130.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.88% | 188.75%-163.9pp | 151.07%-126.2pp | 302.83%-277.9pp |
| Employer contribution / active EE | $6,827 | $5,706+19.6% | $5,011+36.3% | $4,761+43.4% |
| Participant deferral / active EE | $4,350 | $5,954-27.0% | $5,202-16.4% | $5,982-27.3% |
| Admin fee / account holder | $1,149 | $17,074-93.3% | $13,984-91.8% | $11,246-89.8% |