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 | $367,522 | $176,056+108.8% | $159,436+130.5% | $167,490+119.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.01% | 331.75%-313.7pp | 263.57%-245.6pp | 478.56%-460.6pp |
| Employer contribution / active EE | $10,735 | $5,297+102.7% | $4,829+122.3% | $4,837+121.9% |
| Participant deferral / active EE | $11,357 | $7,750+46.5% | $7,352+54.5% | $6,341+79.1% |
| Admin fee / account holder | $1,962 | $12,554-84.4% | $10,799-81.8% | $12,309-84.1% |