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 | $437,638 | $165,335+164.7% | $149,696+192.4% | $158,922+175.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.23% | 348.15%-330.9pp | 276.60%-259.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $16,284 | $5,103+219.1% | $4,644+250.6% | $4,761+242.0% |
| Participant deferral / active EE | $11,722 | $7,181+63.2% | $6,842+71.3% | $5,982+96.0% |
| Admin fee / account holder | $1,938 | $10,807-82.1% | $9,309-79.2% | $11,246-82.8% |