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 | $400,773 | $176,056+127.6% | $159,436+151.4% | $167,490+139.3% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 11.61% | 331.75%-320.1pp | 263.57%-252.0pp | 478.56%-466.9pp |
| Employer contribution / active EE | $3,690 | $5,297-30.3% | $4,829-23.6% | $4,837-23.7% |
| Participant deferral / active EE | $8,064 | $7,750+4.1% | $7,352+9.7% | $6,341+27.2% |
| Admin fee / account holder | $33,902 | $12,554+170.1% | $10,799+214.0% | $12,309+175.4% |