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 | $453,441 | $165,335+174.3% | $149,696+202.9% | $158,922+185.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.36% | 348.15%-333.8pp | 276.60%-262.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $8,262 | $5,103+61.9% | $4,644+77.9% | $4,761+73.5% |
| Participant deferral / active EE | $15,407 | $7,181+114.5% | $6,842+125.2% | $5,982+157.5% |
| Admin fee / account holder | $2,618 | $10,807-75.8% | $9,309-71.9% | $11,246-76.7% |