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 | $309,871 | $165,335+87.4% | $149,696+107.0% | $158,922+95.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.46% | 348.15%-331.7pp | 276.60%-260.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $4,779 | $5,103-6.4% | $4,644+2.9% | $4,761+0.4% |
| Participant deferral / active EE | $3,636 | $7,181-49.4% | $6,842-46.9% | $5,982-39.2% |
| Admin fee / account holder | $7,636 | $10,807-29.3% | $9,309-18.0% | $11,246-32.1% |