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 | $260,054 | $114,381+127.4% | $107,525+141.9% | $142,382+82.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.56% | 242.71%-227.1pp | 181.32%-165.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,997 | $4,015-0.4% | $3,754+6.5% | $4,299-7.0% |
| Participant deferral / active EE | $8,368 | $5,564+50.4% | $5,116+63.6% | $6,507+28.6% |
| Admin fee / account holder | $13,672 | $9,860+38.7% | $8,919+53.3% | $12,624+8.3% |