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 | $486,778 | $165,335+194.4% | $149,696+225.2% | $158,922+206.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.18% | 348.15%-339.0pp | 276.60%-267.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $4,725 | $5,103-7.4% | $4,644+1.7% | $4,761-0.8% |
| Participant deferral / active EE | $4,770 | $7,181-33.6% | $6,842-30.3% | $5,982-20.3% |
| Admin fee / account holder | $26,000 | $10,807+140.6% | $9,309+179.3% | $11,246+131.2% |