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 | $298,848 | $165,335+80.8% | $149,696+99.6% | $158,922+88.0% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 12.10% | 348.15%-336.0pp | 276.60%-264.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $11,476 | $5,103+124.9% | $4,644+147.1% | $4,761+141.0% |
| Participant deferral / active EE | $15,462 | $7,181+115.3% | $6,842+126.0% | $5,982+158.5% |
| Admin fee / account holder | $12,005 | $10,807+11.1% | $9,309+29.0% | $11,246+6.8% |