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 | $309,355 | $165,335+87.1% | $149,696+106.7% | $158,922+94.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.71% | 348.15%-334.4pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,053 | $5,103-40.2% | $4,644-34.3% | $4,761-35.9% |
| Participant deferral / active EE | $5,561 | $7,181-22.6% | $6,842-18.7% | $5,982-7.0% |
| Admin fee / account holder | $14,962 | $10,807+38.5% | $9,309+60.7% | $11,246+33.0% |