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 | $469,269 | $173,345+170.7% | $136,007+245.0% | $145,922+221.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.63% | 1163.32%-1153.7pp | 579.32%-569.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $10,727 | $5,278+103.2% | $4,217+154.4% | $4,660+130.2% |
| Participant deferral / active EE | $20,293 | $8,699+133.3% | $7,025+188.9% | $6,688+203.4% |
| Admin fee / account holder | $153,055 | $9,954+1437.6% | $6,858+2131.7% | $13,397+1042.5% |