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 7-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 | $417,611 | $165,335+152.6% | $149,696+179.0% | $158,922+162.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.84% | 348.15%-335.3pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $25,400 | $5,103+397.8% | $4,644+446.9% | $4,761+433.5% |
| Participant deferral / active EE | $4,833 | $7,181-32.7% | $6,842-29.4% | $5,982-19.2% |
| Admin fee / account holder | $4,285 | $10,807-60.3% | $9,309-54.0% | $11,246-61.9% |