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 | $579,263 | $165,335+250.4% | $149,696+287.0% | $158,922+264.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.94% | 348.15%-335.2pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $18,681 | $5,103+266.1% | $4,644+302.2% | $4,761+292.4% |
| Participant deferral / active EE | $13,251 | $7,181+84.5% | $6,842+93.7% | $5,982+121.5% |
| Admin fee / account holder | $15,068 | $10,807+39.4% | $9,309+61.9% | $11,246+34.0% |