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 | $287,975 | $165,335+74.2% | $149,696+92.4% | $158,922+81.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.51% | 348.15%-334.6pp | 276.60%-263.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $3,174 | $5,103-37.8% | $4,644-31.7% | $4,761-33.3% |
| Participant deferral / active EE | $8,260 | $7,181+15.0% | $6,842+20.7% | $5,982+38.1% |
| Admin fee / account holder | $724 | $10,807-93.3% | $9,309-92.2% | $11,246-93.6% |