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 | $538,789 | $157,256+242.6% | $141,162+281.7% | $152,861+252.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.48% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $18,970 | $5,261+260.6% | $4,735+300.6% | $4,762+298.3% |
| Participant deferral / active EE | $5,425 | $7,109-23.7% | $6,709-19.1% | $5,850-7.3% |
| Admin fee / account holder | $8,843 | $12,120-27.0% | $10,261-13.8% | $11,596-23.7% |