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 | $398,762 | $112,881+253.3% | $90,951+338.4% | $158,922+150.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.22% | 215.79%-201.6pp | 134.60%-120.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,197 | $2,893+10.5% | $2,122+50.7% | $4,761-32.9% |
| Participant deferral / active EE | $19,500 | $4,128+372.4% | $3,373+478.1% | $5,982+226.0% |
| Admin fee / account holder | $2,393 | $8,041-70.2% | $5,959-59.8% | $11,246-78.7% |