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 | $320,208 | $135,952+135.5% | $123,892+158.5% | $273,961+16.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.78% | 56.63%-46.8pp | 47.52%-37.7pp | 41.45%-31.7pp |
| Employer contribution / active EE | $6,970 | $5,170+34.8% | $4,617+51.0% | $4,869+43.2% |
| Participant deferral / active EE | $8,941 | $6,343+41.0% | $5,984+49.4% | $5,287+69.1% |
| Admin fee / account holder | $1,797 | $9,817-81.7% | $8,357-78.5% | $10,132-82.3% |