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 | $369,234 | $210,648+75.3% | $177,989+107.4% | $145,922+153.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.60% | 385.86%-369.3pp | 294.48%-277.9pp | 561.29%-544.7pp |
| Employer contribution / active EE | $25,818 | $4,565+465.6% | $3,949+553.8% | $4,660+454.1% |
| Participant deferral / active EE | $15,900 | $6,958+128.5% | $6,276+153.3% | $6,688+137.7% |
| Admin fee / account holder | $11,711 | $12,013-2.5% | $10,363+13.0% | $13,397-12.6% |