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 | $279,866 | $70,669+296.0% | $169,368+65.2% | $75,163+272.3% |
| Participation rate | 85.3% | 64.8%+20.5pp | 77.1%+8.2pp | 67.2%+18.1pp |
| Annual return | 22.02% | 36.36%-14.3pp | 405.60%-383.6pp | 160.62%-138.6pp |
| Employer contribution / active EE | $4,015 | $2,211+81.6% | $4,013+0.1% | $2,670+50.4% |
| Participant deferral / active EE | $13,059 | $4,311+203.0% | $6,221+109.9% | $4,125+216.6% |
| Admin fee / account holder | $3,001 | $5,402-44.5% | $9,003-66.7% | $5,651-46.9% |