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 | $329,407 | $165,335+99.2% | $149,696+120.1% | $158,922+107.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.94% | 348.15%-322.2pp | 276.60%-250.7pp | 302.83%-276.9pp |
| Employer contribution / active EE | $7,135 | $5,103+39.8% | $4,644+53.6% | $4,761+49.9% |
| Participant deferral / active EE | $11,924 | $7,181+66.0% | $6,842+74.3% | $5,982+99.3% |
| Admin fee / account holder | $3,058 | $10,807-71.7% | $9,309-67.2% | $11,246-72.8% |