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 | $289,395 | $165,335+75.0% | $149,696+93.3% | $158,922+82.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.98% | 348.15%-328.2pp | 276.60%-256.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $15,371 | $5,103+201.2% | $4,644+231.0% | $4,761+222.8% |
| Participant deferral / active EE | $7,380 | $7,181+2.8% | $6,842+7.9% | $5,982+23.4% |
| Admin fee / account holder | $5,221 | $10,807-51.7% | $9,309-43.9% | $11,246-53.6% |