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 | $417,201 | $165,335+152.3% | $149,696+178.7% | $158,922+162.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.36% | 348.15%-337.8pp | 276.60%-266.2pp | 302.83%-292.5pp |
| Employer contribution / active EE | $4,141 | $5,103-18.9% | $4,644-10.8% | $4,761-13.0% |
| Participant deferral / active EE | $10,968 | $7,181+52.7% | $6,842+60.3% | $5,982+83.3% |
| Admin fee / account holder | $17,823 | $10,807+64.9% | $9,309+91.5% | $11,246+58.5% |