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 | $506,476 | $110,257+359.4% | $96,544+424.6% | $139,434+263.2% |
| Participation rate | 95.0% | 78.1%+16.9pp | 76.0%+19.0pp | 80.3%+14.7pp |
| Annual return | 15.03% | 26.32%-11.3pp | 25.84%-10.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $17,192 | $5,548+209.9% | $4,851+254.4% | $6,710+156.2% |
| Admin fee / account holder | $2,903 | $11,591-75.0% | $8,252-64.8% | $11,403-74.5% |