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 | $302,258 | $69,207+336.7% | $64,056+371.9% | $139,434+116.8% |
| Participation rate | 84.6% | 75.6%+9.0pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 15.35% | 45.88%-30.5pp | 33.69%-18.3pp | 372.94%-357.6pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,915 | $4,682+90.4% | $3,880+129.8% | $6,710+32.9% |
| Admin fee / account holder | $11,798 | $4,244+178.0% | $3,068+284.5% | $11,403+3.5% |