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 | $421,403 | $133,922+214.7% | $116,228+262.6% | $142,382+196.0% |
| Participation rate | 84.6% | 77.9%+6.8pp | 74.6%+10.1pp | 80.1%+4.5pp |
| Annual return | 13.37% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,899 | $3,446+13.2% | $2,994+30.2% | $4,299-9.3% |
| Participant deferral / active EE | $10,788 | $5,672+90.2% | $4,953+117.8% | $6,507+65.8% |
| Admin fee / account holder | $79,246 | $14,945+430.3% | $11,989+561.0% | $12,624+527.8% |