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 | $350,603 | $165,335+112.1% | $149,696+134.2% | $158,922+120.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.55% | 348.15%-332.6pp | 276.60%-261.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $9,471 | $5,103+85.6% | $4,644+103.9% | $4,761+98.9% |
| Participant deferral / active EE | $6,886 | $7,181-4.1% | $6,842+0.6% | $5,982+15.1% |
| Admin fee / account holder | $4,522 | $10,807-58.2% | $9,309-51.4% | $11,246-59.8% |