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 | $452,343 | $165,335+173.6% | $149,696+202.2% | $158,922+184.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.18% | 348.15%-332.0pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $34,223 | $5,103+570.7% | $4,644+636.9% | $4,761+618.8% |
| Participant deferral / active EE | $15,865 | $7,181+120.9% | $6,842+131.9% | $5,982+165.2% |
| Admin fee / account holder | $1,735 | $10,807-83.9% | $9,309-81.4% | $11,246-84.6% |