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 | $278,420 | $165,335+68.4% | $149,696+86.0% | $158,922+75.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.05% | 348.15%-339.1pp | 276.60%-267.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $18,333 | $5,103+259.3% | $4,644+294.8% | $4,761+285.1% |
| Participant deferral / active EE | $7,813 | $7,181+8.8% | $6,842+14.2% | $5,982+30.6% |
| Admin fee / account holder | $30,606 | $10,807+183.2% | $9,309+228.8% | $11,246+172.2% |