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 | $364,025 | $74,888+386.1% | $71,209+411.2% | $142,382+155.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.06% | 345.14%-331.1pp | 282.51%-268.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $15,988 | $2,854+460.1% | $2,721+487.6% | $4,299+271.9% |
| Participant deferral / active EE | $12,581 | $4,454+182.4% | $4,175+201.3% | $6,507+93.3% |
| Admin fee / account holder | $3,574 | $5,568-35.8% | $5,349-33.2% | $12,624-71.7% |