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 | $396,294 | $165,335+139.7% | $149,696+164.7% | $158,922+149.4% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 10.97% | 348.15%-337.2pp | 276.60%-265.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $3,104 | $5,103-39.2% | $4,644-33.2% | $4,761-34.8% |
| Participant deferral / active EE | $13,355 | $7,181+86.0% | $6,842+95.2% | $5,982+123.2% |
| Admin fee / account holder | $11,073 | $10,807+2.5% | $9,309+19.0% | $11,246-1.5% |