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 | $289,750 | $165,335+75.2% | $149,696+93.6% | $158,922+82.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.17% | 348.15%-333.0pp | 276.60%-261.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $7,539 | $5,103+47.7% | $4,644+62.3% | $4,761+58.3% |
| Participant deferral / active EE | $8,447 | $7,181+17.6% | $6,842+23.5% | $5,982+41.2% |
| Admin fee / account holder | $2,229 | $10,807-79.4% | $9,309-76.1% | $11,246-80.2% |