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 | $304,082 | $165,335+83.9% | $149,696+103.1% | $158,922+91.3% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 16.47% | 348.15%-331.7pp | 276.60%-260.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $6,712 | $5,103+31.5% | $4,644+44.5% | $4,761+41.0% |
| Participant deferral / active EE | $9,168 | $7,181+27.7% | $6,842+34.0% | $5,982+53.3% |
| Admin fee / account holder | $29,849 | $10,807+176.2% | $9,309+220.7% | $11,246+165.4% |