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 | $427,519 | $165,335+158.6% | $149,696+185.6% | $158,922+169.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.38% | 348.15%-335.8pp | 276.60%-264.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $12,989 | $5,103+154.6% | $4,644+179.7% | $4,761+172.8% |
| Participant deferral / active EE | $13,419 | $7,181+86.9% | $6,842+96.1% | $5,982+124.3% |
| Admin fee / account holder | $6,094 | $10,807-43.6% | $9,309-34.5% | $11,246-45.8% |