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 | $370,288 | $165,335+124.0% | $149,696+147.4% | $158,922+133.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.53% | 348.15%-338.6pp | 276.60%-267.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $5,285 | $5,103+3.6% | $4,644+13.8% | $4,761+11.0% |
| Participant deferral / active EE | $15,604 | $7,181+117.3% | $6,842+128.1% | $5,982+160.8% |
| Admin fee / account holder | $3,713 | $10,807-65.6% | $9,309-60.1% | $11,246-67.0% |