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 | $316,228 | $165,335+91.3% | $149,696+111.2% | $158,922+99.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.78% | 348.15%-335.4pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $9,215 | $5,103+80.6% | $4,644+98.4% | $4,761+93.5% |
| Participant deferral / active EE | $11,029 | $7,181+53.6% | $6,842+61.2% | $5,982+84.4% |
| Admin fee / account holder | $2,200 | $10,807-79.6% | $9,309-76.4% | $11,246-80.4% |