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 | $518,855 | $176,056+194.7% | $159,436+225.4% | $167,490+209.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.83% | 331.75%-320.9pp | 263.57%-252.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $13,965 | $5,297+163.6% | $4,829+189.2% | $4,837+188.7% |
| Participant deferral / active EE | $12,375 | $7,750+59.7% | $7,352+68.3% | $6,341+95.1% |
| Admin fee / account holder | $1,992 | $12,554-84.1% | $10,799-81.6% | $12,309-83.8% |