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 | $433,952 | $124,319+249.1% | $111,297+289.9% | $167,490+159.1% |
| Participation rate | 94.4% | 79.6%+14.8pp | 77.3%+17.1pp | 82.1%+12.3pp |
| Annual return | 13.38% | 37.44%-24.1pp | 54.65%-41.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,767 | $3,435-48.6% | $2,731-35.3% | $4,837-63.5% |
| Participant deferral / active EE | $10,536 | $5,180+103.4% | $4,487+134.8% | $6,341+66.2% |
| Admin fee / account holder | $1,160 | $10,618-89.1% | $7,964-85.4% | $12,309-90.6% |