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 | $314,193 | $165,335+90.0% | $149,696+109.9% | $158,922+97.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.79% | 348.15%-336.4pp | 276.60%-264.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $6,939 | $5,103+36.0% | $4,644+49.4% | $4,761+45.7% |
| Participant deferral / active EE | $16,986 | $7,181+136.5% | $6,842+148.3% | $5,982+183.9% |
| Admin fee / account holder | $17,668 | $10,807+63.5% | $9,309+89.8% | $11,246+57.1% |