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 | $264,185 | $165,335+59.8% | $149,696+76.5% | $158,922+66.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 10.97% | 348.15%-337.2pp | 276.60%-265.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $16,025 | $5,103+214.0% | $4,644+245.1% | $4,761+236.6% |
| Participant deferral / active EE | $10,989 | $7,181+53.0% | $6,842+60.6% | $5,982+83.7% |
| Admin fee / account holder | $3,392 | $10,807-68.6% | $9,309-63.6% | $11,246-69.8% |