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 | $317,317 | $165,335+91.9% | $149,696+112.0% | $158,922+99.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.90% | 348.15%-338.3pp | 276.60%-266.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $12,623 | $5,103+147.4% | $4,644+171.8% | $4,761+165.1% |
| Participant deferral / active EE | $10,724 | $7,181+49.3% | $6,842+56.7% | $5,982+79.3% |
| Admin fee / account holder | $10,226 | $10,807-5.4% | $9,309+9.8% | $11,246-9.1% |