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 | $257,369 | $148,534+73.3% | $135,903+89.4% | $139,434+84.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.43% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $5,113 | $5,243-2.5% | $4,856+5.3% | $4,751+7.6% |
| Participant deferral / active EE | $7,804 | $8,100-3.7% | $7,758+0.6% | $6,710+16.3% |
| Admin fee / account holder | $3,952 | $12,400-68.1% | $10,762-63.3% | $11,403-65.3% |