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 | $464,554 | $217,402+113.7% | $185,823+150.0% | $167,490+177.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.91% | 148.36%-135.5pp | 122.05%-109.1pp | 478.56%-465.6pp |
| Employer contribution / active EE | $9,122 | $5,873+55.3% | $5,167+76.5% | $4,837+88.6% |
| Participant deferral / active EE | $5,200 | $6,356-18.2% | $5,568-6.6% | $6,341-18.0% |
| Admin fee / account holder | $3,973 | $19,811-79.9% | $16,237-75.5% | $12,309-67.7% |