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 | $702,747 | $165,335+325.0% | $149,696+369.4% | $158,922+342.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.22% | 348.15%-328.9pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $15,580 | $5,103+205.3% | $4,644+235.5% | $4,761+227.2% |
| Participant deferral / active EE | $13,400 | $7,181+86.6% | $6,842+95.9% | $5,982+124.0% |
| Admin fee / account holder | $3,970 | $10,807-63.3% | $9,309-57.4% | $11,246-64.7% |