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 | $551,608 | $165,335+233.6% | $149,696+268.5% | $158,922+247.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.99% | 348.15%-337.2pp | 276.60%-265.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $19,726 | $5,103+286.6% | $4,644+324.7% | $4,761+314.3% |
| Participant deferral / active EE | $13,000 | $7,181+81.0% | $6,842+90.0% | $5,982+117.3% |
| Admin fee / account holder | $18,440 | $10,807+70.6% | $9,309+98.1% | $11,246+64.0% |