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 | $263,837 | $165,335+59.6% | $149,696+76.2% | $158,922+66.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.76% | 348.15%-325.4pp | 276.60%-253.8pp | 302.83%-280.1pp |
| Employer contribution / active EE | $1,541 | $5,103-69.8% | $4,644-66.8% | $4,761-67.6% |
| Participant deferral / active EE | $7,297 | $7,181+1.6% | $6,842+6.7% | $5,982+22.0% |
| Admin fee / account holder | $2,613 | $10,807-75.8% | $9,309-71.9% | $11,246-76.8% |