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 | $275,877 | $202,432+36.3% | $169,368+62.9% | $139,434+97.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.93% | 531.74%-521.8pp | 405.60%-395.7pp | 372.94%-363.0pp |
| Employer contribution / active EE | $2,220 | $4,692-52.7% | $4,013-44.7% | $4,751-53.3% |
| Participant deferral / active EE | $6,633 | $6,938-4.4% | $6,221+6.6% | $6,710-1.2% |
| Admin fee / account holder | $9,635 | $10,708-10.0% | $9,003+7.0% | $11,403-15.5% |