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 | $388,059 | $165,335+134.7% | $149,696+159.2% | $158,922+144.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.71% | 348.15%-336.4pp | 276.60%-264.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $3,359 | $5,103-34.2% | $4,644-27.7% | $4,761-29.4% |
| Participant deferral / active EE | $11,981 | $7,181+66.8% | $6,842+75.1% | $5,982+100.3% |
| Admin fee / account holder | $20,157 | $10,807+86.5% | $9,309+116.5% | $11,246+79.2% |