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 | $470,655 | $111,754+321.2% | $103,333+355.5% | $145,922+222.5% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 11.21% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $23,799 | $4,212+465.0% | $3,868+515.3% | $4,660+410.7% |
| Participant deferral / active EE | $9,172 | $5,619+63.2% | $5,057+81.4% | $6,688+37.1% |
| Admin fee / account holder | $33,303 | $9,750+241.6% | $8,355+298.6% | $13,397+148.6% |