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 | $256,752 | $165,335+55.3% | $149,696+71.5% | $158,922+61.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.33% | 348.15%-333.8pp | 276.60%-262.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $6,808 | $5,103+33.4% | $4,644+46.6% | $4,761+43.0% |
| Participant deferral / active EE | $6,967 | $7,181-3.0% | $6,842+1.8% | $5,982+16.5% |
| Admin fee / account holder | $1,237 | $10,807-88.6% | $9,309-86.7% | $11,246-89.0% |