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 | $388,805 | $176,056+120.8% | $159,436+143.9% | $167,490+132.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.56% | 331.75%-317.2pp | 263.57%-249.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $18,289 | $5,297+245.3% | $4,829+278.7% | $4,837+278.1% |
| Participant deferral / active EE | $13,753 | $7,750+77.5% | $7,352+87.1% | $6,341+116.9% |
| Admin fee / account holder | $38,457 | $12,554+206.3% | $10,799+256.1% | $12,309+212.4% |