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 | $381,407 | $121,625+213.6% | $104,607+264.6% | $158,922+140.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.43% | 465.26%-446.8pp | 340.46%-322.0pp | 302.83%-284.4pp |
| Employer contribution / active EE | $18,382 | $3,163+481.2% | $2,681+585.7% | $4,761+286.1% |
| Participant deferral / active EE | $22,750 | $4,177+444.6% | $3,740+508.4% | $5,982+280.3% |
| Admin fee / account holder | $1,535 | $7,787-80.3% | $6,473-76.3% | $11,246-86.4% |