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 | $297,020 | $165,335+79.6% | $149,696+98.4% | $158,922+86.9% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 10.73% | 348.15%-337.4pp | 276.60%-265.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,825 | $5,103-44.6% | $4,644-39.2% | $4,761-40.7% |
| Participant deferral / active EE | $3,576 | $7,181-50.2% | $6,842-47.7% | $5,982-40.2% |
| Admin fee / account holder | $17,941 | $10,807+66.0% | $9,309+92.7% | $11,246+59.5% |