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 | $358,194 | $165,335+116.6% | $149,696+139.3% | $158,922+125.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.99% | 348.15%-334.2pp | 276.60%-262.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $9,486 | $5,103+85.9% | $4,644+104.3% | $4,761+99.2% |
| Participant deferral / active EE | $2,823 | $7,181-60.7% | $6,842-58.7% | $5,982-52.8% |
| Admin fee / account holder | $16,429 | $10,807+52.0% | $9,309+76.5% | $11,246+46.1% |