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 | $291,842 | $165,335+76.5% | $149,696+95.0% | $158,922+83.6% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 11.85% | 348.15%-336.3pp | 276.60%-264.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $3,121 | $5,103-38.8% | $4,644-32.8% | $4,761-34.4% |
| Participant deferral / active EE | $6,757 | $7,181-5.9% | $6,842-1.2% | $5,982+13.0% |
| Admin fee / account holder | $132,333 | $10,807+1124.6% | $9,309+1321.6% | $11,246+1076.7% |