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 | $394,781 | $165,335+138.8% | $149,696+163.7% | $158,922+148.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.58% | 348.15%-331.6pp | 276.60%-260.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $4,725 | $5,103-7.4% | $4,644+1.7% | $4,761-0.8% |
| Participant deferral / active EE | $13,500 | $7,181+88.0% | $6,842+97.3% | $5,982+125.7% |
| Admin fee / account holder | $14,004 | $10,807+29.6% | $9,309+50.4% | $11,246+24.5% |