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 | $251,964 | $133,922+88.1% | $116,228+116.8% | $142,382+77.0% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 13.17% | 147.76%-134.6pp | 90.06%-76.9pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,162 | $3,446-66.3% | $2,994-61.2% | $4,299-73.0% |
| Participant deferral / active EE | $4,493 | $5,672-20.8% | $4,953-9.3% | $6,507-31.0% |
| Admin fee / account holder | $2,388 | $14,945-84.0% | $11,989-80.1% | $12,624-81.1% |