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 | $422,472 | $165,335+155.5% | $149,696+182.2% | $158,922+165.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.94% | 348.15%-326.2pp | 276.60%-254.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $10,880 | $5,103+113.2% | $4,644+134.3% | $4,761+128.5% |
| Participant deferral / active EE | $10,220 | $7,181+42.3% | $6,842+49.4% | $5,982+70.8% |
| Admin fee / account holder | $8,435 | $10,807-21.9% | $9,309-9.4% | $11,246-25.0% |