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 | $270,584 | $165,335+63.7% | $149,696+80.8% | $158,922+70.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.68% | 348.15%-326.5pp | 276.60%-254.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $6,585 | $5,103+29.0% | $4,644+41.8% | $4,761+38.3% |
| Participant deferral / active EE | $16,541 | $7,181+130.3% | $6,842+141.8% | $5,982+176.5% |
| Admin fee / account holder | $2,186 | $10,807-79.8% | $9,309-76.5% | $11,246-80.6% |