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 | $749,337 | $165,335+353.2% | $149,696+400.6% | $158,922+371.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.46% | 348.15%-307.7pp | 276.60%-236.1pp | 302.83%-262.4pp |
| Employer contribution / active EE | $14,647 | $5,103+187.0% | $4,644+215.4% | $4,761+207.6% |
| Participant deferral / active EE | $13,600 | $7,181+89.4% | $6,842+98.8% | $5,982+127.3% |
| Admin fee / account holder | $74,241 | $10,807+587.0% | $9,309+697.6% | $11,246+560.2% |