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 | $448,661 | $165,335+171.4% | $149,696+199.7% | $158,922+182.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.34% | 348.15%-333.8pp | 276.60%-262.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $23,706 | $5,103+364.6% | $4,644+410.4% | $4,761+397.9% |
| Participant deferral / active EE | $19,763 | $7,181+175.2% | $6,842+188.9% | $5,982+230.4% |
| Admin fee / account holder | $19,844 | $10,807+83.6% | $9,309+113.2% | $11,246+76.5% |