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 | $341,792 | $165,335+106.7% | $149,696+128.3% | $158,922+115.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.23% | 348.15%-331.9pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $7,559 | $5,103+48.1% | $4,644+62.8% | $4,761+58.8% |
| Participant deferral / active EE | $9,152 | $7,181+27.4% | $6,842+33.8% | $5,982+53.0% |
| Admin fee / account holder | $129,021 | $10,807+1093.9% | $9,309+1286.0% | $11,246+1047.3% |