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 | $291,200 | $114,381+154.6% | $107,525+170.8% | $142,382+104.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 17.74% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,221 | $4,015+30.0% | $3,754+39.1% | $4,299+21.4% |
| Participant deferral / active EE | $22,995 | $5,564+313.3% | $5,116+349.5% | $6,507+253.4% |
| Admin fee / account holder | $4,569 | $9,860-53.7% | $8,919-48.8% | $12,624-63.8% |