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 | $556,385 | $165,335+236.5% | $149,696+271.7% | $158,922+250.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.68% | 348.15%-337.5pp | 276.60%-265.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $10,113 | $5,103+98.2% | $4,644+117.7% | $4,761+112.4% |
| Participant deferral / active EE | $7,894 | $7,181+9.9% | $6,842+15.4% | $5,982+32.0% |
| Admin fee / account holder | $21,298 | $10,807+97.1% | $9,309+128.8% | $11,246+89.4% |