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 | $280,823 | $165,335+69.9% | $149,696+87.6% | $158,922+76.7% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 17.48% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,613 | $5,103-48.8% | $4,644-43.7% | $4,761-45.1% |
| Participant deferral / active EE | $9,527 | $7,181+32.7% | $6,842+39.2% | $5,982+59.3% |
| Admin fee / account holder | $4,792 | $10,807-55.7% | $9,309-48.5% | $11,246-57.4% |