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 | $461,360 | $104,974+339.5% | $95,585+382.7% | $142,382+224.0% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 19.71% | 210.33%-190.6pp | 38.56%-18.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $935 | $2,779-66.4% | $2,527-63.0% | $4,299-78.3% |
| Participant deferral / active EE | $9,808 | $4,352+125.4% | $4,023+143.8% | $6,507+50.7% |
| Admin fee / account holder | $31,547 | $6,386+394.0% | $6,127+414.9% | $12,624+149.9% |