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 | $528,389 | $176,056+200.1% | $159,436+231.4% | $167,490+215.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.17% | 331.75%-321.6pp | 263.57%-253.4pp | 478.56%-468.4pp |
| Employer contribution / active EE | $14,033 | $5,297+164.9% | $4,829+190.6% | $4,837+190.1% |
| Participant deferral / active EE | $13,246 | $7,750+70.9% | $7,352+80.2% | $6,341+108.9% |
| Admin fee / account holder | $47,732 | $12,554+280.2% | $10,799+342.0% | $12,309+287.8% |