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 | $731,579 | $165,335+342.5% | $149,696+388.7% | $158,922+360.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.93% | 348.15%-337.2pp | 276.60%-265.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $12,551 | $5,103+146.0% | $4,644+170.2% | $4,761+163.6% |
| Participant deferral / active EE | $8,585 | $7,181+19.5% | $6,842+25.5% | $5,982+43.5% |
| Admin fee / account holder | $2,470 | $10,807-77.1% | $9,309-73.5% | $11,246-78.0% |